Brian James Kearns

CFP

Mutual Advisors, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Mutual Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

152 advisors

Number of Clients

8,463 clients

Average Client Portfolio

$798K average

Assets Under Management

$6.8B

Fee Structure

Location

1506 1/2 Florence Ave., Evanston, IL, 60201

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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.

Other Business Activities

Brian is co-chair of the Personal Financial Planning Forum for the Illinois CPA Society and a director at Wolfpack Software US, LLC. He also serves as Treasurer for the Sons of the American Legion and President of Haddam Road Tax and Consulting, LLC.