Brian Nush is a CFP-designated registered investment advisor at Ifps, based in Heidelberg, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
Karlstrasse 20, Heidelberg, 69117
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is a co-host for the ScissorTail Nation Podcast, a sports hobby podcast focused on the USL Championship soccer league. He dedicates a few hours per week to this non-financial related activity.
Employment History
Current Registrations
Ifps
Integrated Financial Planning ServicesBroker
Previous Registrations
First Command Brokerage Services, INC.Broker
First Command Advisory Services
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations5 states
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