Brent Sikes is a registered investment advisor at Fullcircle Wealth LLC, based in Mckinney, TX, with 26 years of industry experience. Brent 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 3 more. Their firm serves 191 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory Fees charged by FullCircle will never exceed 1.5%, which does not include Third Party Management programs. Advisory Fees are negotiable at our sole discretion in situations deemed appropriate.
Fee Estimator
Location
6950 Tpc Drive, Suite 110, Mckinney, TX, 75070
Get directionsHistory
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
Brent is an agent for Heritage Capital Strategies, writing life and long-term care insurance business, dedicating a few hours per week. He is also an affiliated broker with Highland Capital Brokerage, selling long-term care policies, and a passive investor in Ironwill Earthworks LLC.
Employment History
Current Registrations
Fullcircle Wealth LLC
Previous Registrations
Triad Advisors LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.