BB
CFP
BB
CFP

Bradley Brien Burr

37 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260

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History

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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Other Business ActivitiesSells Insurance

Bradley works as a food delivery driver, dedicating about 10-20% of his time. He also works as an insurance sales associate and wealth advisor associate, dedicating a few hours per week and about a quarter of his time, respectively.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2025 - Present · 5 mos
Previous Registrations
Ashton Thomas Private Wealth
December 2019 - September 2025 · 5 yrs 9 mos
M. S. Howells & CO.Broker
December 2019 - December 2022 · 3 yrs
Sagepoint Financial, INC.
February 2017 - December 2017 · 10 mos
Sagepoint Financial, INC.Broker
October 2008 - December 2017 · 9 yrs 2 mos
Sagepoint Financial, INC.
October 2008 - December 2011 · 3 yrs 2 mos
American General Securities Incorporated
September 2008 - October 2008 · 1 mo
American General Securities IncorporatedBroker
February 2007 - October 2008 · 1 yr 8 mos
Cue Financial Group, INC.
July 2005 - January 2007 · 1 yr 6 mos
Cue Financial Group, INC.Broker
June 2005 - January 2007 · 1 yr 7 mos
American General Securities IncorporatedBroker
June 2004 - December 2004 · 6 mos
American Skandia Marketing, INC.Broker
October 2003 - December 2003 · 2 mos
Scudder Distributors, INC.Broker
October 2000 - September 2003 · 2 yrs 11 mos
The Advisors Group, INC.Broker
September 1985 - October 2000 · 15 yrs 1 mo
Rauscher Pierce Refsnes, INC.Broker
June 1984 - April 1985 · 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.