Brian Pultman
Brian Pultman is a CFP-designated registered investment advisor at Correct Capital Wealth Management, LLC, based in Clayton, MO, with 32 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 466 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Correct Capital charges an annual investment advisory fee that varies between 0.65% and 1.50% of your portfolio. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity. Fees are billed quarterly in advance based on the average daily balance of the account. Employees and their family-related accounts are charged a reduced fee.
Location
130 S Bemiston Avenue, Suite 602, Clayton, MO, 63105
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2011Customer Dispute
July 2008Customer Dispute
January 2005Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Brian is the CEO/Owner of Correct Capital Wealth Management, a Registered Investment Advisory Firm, dedicating nearly full-time hours. He also owns rental property, serves on the JCC Endowment Investment Committee, and works as an insurance agent for Highland Capital and 3 Mark Financial, spending a few hours per week on each.
Employment History
Current Registrations
Correct Capital Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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.