Brian Wood
Brian Wood is a CFA-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Rogers, AR, with 23 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.
Location
5502 Walsh Lane, Suite 103, Rogers, AR, 72758
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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 ActivitiesSells Insurance
Brian owns rental properties through DNBC Holdings LLC and DNBC Holdings 2 LLC. He also serves as Finance Chair for Single Parent Scholarship Fund of NWA, is an agent for fixed insurance/annuities, is a Managing Partner and Senior Wealth Advisor at Legacy Capital Wealth Partners (taking nearly full-time), and is a board member for two non-profit organizations. Brian dedicates about 10-20% of his time to providing insurance advice.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Fsw Partners, L.P.
Signal Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations7 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.