BT
CFP

Brian Andrew Turner

22 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$100 - $9,000

Facet Wealth charges a flat annual membership fee for financial planning services, ranging from $100 to $9,000 annually, depending on the service needs of the member. Investment management is included in this fee. A $250 enrollment fee is charged for members selecting billing cycles other than annual. There is no minimum to open a High Yield account. All other investment accounts require a minimum $500 initial purchase. An administrative fee of $10 per month, per account, will be charged if a member cancels their subscription and does not transfer their assets to another custodian within 30 days after the subscription period ends.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
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Advisor Information

Office location

Enterprise, UT

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Facet
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Personal Capital Advisors Corporation
November 2020 - October 2022 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
August 2017 - November 2020 · 3 yrs 3 mos
Vanguard Advisers, INC.
August 2017 - November 2020 · 3 yrs 3 mos
E*trade Capital Management, LLC
February 2013 - June 2017 · 4 yrs 4 mos
E*trade Securities LLCBroker
January 2013 - June 2017 · 4 yrs 5 mos
Morgan Stanley
October 2012 - January 2013 · 3 mos
Morgan Stanley Broker
September 2012 - January 2013 · 4 mos
CUNA Brokerage Services, INC.
July 2008 - January 2010 · 1 yr 6 mos
CUNA Brokerage Services, INC.Broker
June 2008 - January 2010 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley
September 2005 - April 2007 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
Robert W. Baird & CO. Incorporated Broker
January 1998 - January 2002 · 4 yrs
Northwestern Mutual Investment Services, LLC Broker
November 1997 - October 2002 · 4 yrs 11 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Brian Andrew Turner - Financial Advisor | AdvisorDiscover