Brian Hamel is a CFP-designated registered investment advisor at Retiremitten Financial LLC, based in Carmel, IN, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 150 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Financial planning fees will be offset for related advisory services attributed to Client assets under management. The annual fees are negotiable.
Fee Estimator
Location
Carmel, IN
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Regulatory 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
Brian is the principal of Blueforce Investors, LLC, which began in 2007 and was incorporated in 2009, focusing on income-producing real estate investments. He dedicates about 10-20% of his time to this real estate/property management business.
Employment History
Current Registrations
Retiremitten Financial LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Southeastern Advisory Group, INC.Broker
Conseco Equity Sales, INC.Broker
Synovus Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Travelers Equities Sales, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.