Brian J Samec

CFP · ChFC

Great Valley Advisor Group, INC.

25 Years of Experience

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Firm Information

Great Valley Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

172 advisors

Number of Clients

33,099 clients

Average Client Portfolio

$294K average

Assets Under Management

$9.7B

Fee Structure

The firm offers investment management services for a fee based on a percentage of your assets under management. They also offer financial planning services pursuant to a written agreement and fee schedule. GVA also has arrangements with third-party investment advisers (TPAs), which may have wrap fees.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningReal Estate InvestingAnnuities

Advisor Information

Office location

1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2020

Denied

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Other Business ActivitiesSells Insurance

Brian operates Jupiter Wealth Planning as a DBA for his LPL business and also sells non-variable insurance. He also provides investment advisory services through Great Valley Advisor Group Inc., dedicating nearly full-time hours to these activities.