BS

Brent Wayne Sikes

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$393.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $300/hr

FullCircle's advisory fees are based on assets under management and are assessed quarterly in advance. There is a minimum advisory fee of $2,500 per year. The minimum managed account size is $250,000, but both the account minimum and advisory fees are negotiable. Financial planning fees are either fixed or hourly, and are also negotiable, with fixed fees not exceeding $25,000 and hourly rates up to $300 per hour. Clients may also be responsible for additional fees charged by Bill.com for bookkeeping services.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

6950 Tpc Drive, Suite 110, Mckinney, TX, 75070

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brent is an agent for Heritage Capital Strategies, writing life and long-term care insurance business, dedicating a few hours per week. He is also an affiliated broker with Highland Capital Brokerage, selling long-term care policies, and a passive investor in Ironwill Earthworks LLC.

Employment History
Current Registrations
Fullcircle Wealth LLC
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2013 - April 2024 · 11 yrs 1 mo
Invest Financial Corporation
August 2010 - March 2013 · 2 yrs 7 mos
Invest Financial CorporationBroker
March 2009 - March 2013 · 4 yrs
Sagepoint Financial, INC.Broker
October 2008 - March 2009 · 5 mos
American General Securities IncorporatedBroker
November 2003 - October 2008 · 4 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
August 2002 - October 2003 · 1 yr 2 mos
Lincoln Financial Advisors Corporation
May 1999 - October 2003 · 4 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
April 1999 - October 2003 · 4 yrs 6 mos
American Express Financial Advisors INC. Broker
October 1998 - October 1998 · 0 mos
Ids Life Insurance CompanyBroker
October 1998 - October 1998 · 0 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.