Wesley Bean is a CFA-designated registered investment advisor at Kintra Wealth, LLC, based in Marysville, OH, with 27 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
127 W. 5th Street, Marysville, OH, 43040
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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
Wesley serves as an Investment Committee Member for Union County Foundation, a non-profit organization. This activity requires minimal time.
Employment History
Current Registrations
Kintra Wealth, LLC
Mccarthy & Cox Retirement & Estate Specialists LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Nationwide Securities, LLCBroker
Carroll Financial Associates INC
Financial Network Investment CorporationBroker
Mony Securities CorporationBroker
Csfbdirect, INC.Broker
Dean Witter Reynolds INC.Broker
Commonwealth Equity Services, 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.