Brent Griffin is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 23 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (3)
Financial
February 2018Judgment / Lien
June 2011Judgment / Lien
May 2000Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLC
Spire Securities, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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PNC InvestmentsBroker
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J.P. Morgan Securities LLCBroker
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
Divine Capital Markets LLCBroker
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Jackson Securities LLCBroker
Berean Capital IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations4 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.