Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. These fees are negotiable. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Quarterly consulting fees also range from $500 to $25,000 annually. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken Bookkeeping Consulting ranges from $500 to $3,500 per month. QuickBooks Bookkeeping Consulting ranges from $125 to $500 per month. Income tax preparation fees vary depending on the complexity of the returns.
Areas of Practice
Advisor Information
Office location
26041 Acero, Mission Viejo, CA, 92691
Get directionsRegulatory History
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 Activities
Brandon works full-time as an assistant to Matthew S. Conner at EMC Financial Planning, Inc. He also spends about 10-20% of his time on tax preparation and bookkeeping through CD Partners DBA CDP and as an IRS Enrolled Agent, and minimal time as a minority owner of FMN Centerpointe West LLC, a commercial real estate venture.