Brandon Gregg is a CFP-designated registered investment advisor at Bbk Wealth LLC, based in Fishers, IN, with 11 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 84 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
14074 Trade Center Drive, Suite 240, Fishers, IN, 46038
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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
Brandon is a one-third owner in Property Genesis LLC, requiring minimal time.
Employment History
Current Registrations
Bbk Wealth LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.