BB
CFP
BB
CFP

Brian Joseph Brunner

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

600 University Park Place, Suite 501, Birmingham, AL, 35209

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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
Waverly Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Centerpoint Wealth Management, LLC
December 2009 - December 2024 · 15 yrs
Center Point Consulting, LLC
February 2003 - December 2008 · 5 yrs 10 mos
Center Point Consulting, LLC
November 2002 - December 2002 · 1 mo
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.
Brian Joseph Brunner - Financial Advisor | TrueAdvisor