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CFP
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CFP

Brett Allen Gookin

Aspiriant, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Aspiriant, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
2,227 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$1.5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$14,000

Location

11100 Santa Monica Blvd, Suite 600, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aspiriant, LLC
August 2008 - Present · 17 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.