Brian Pope is a CFP-designated registered investment advisor at Pope Wealth Management, based in Lakewood Ranch, FL, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching. Their firm serves 82 clients with $77M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9040 Town Center Parkway, Lakewood Ranch, FL, 34202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian provides divorce financial counseling as a financial neutral on collaborative divorce teams, earning an hourly fee. This activity is not investment-related.
Employment History
Current Registrations
Pope Wealth Management
Previous Registrations
Dale K. Ehrhart, INC.
Hartley Moore Wealth Management, LLC
Pope Financial Planning, LLC
State Registrations1 state
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