BB
CFP
BB
CFP

Brandon Beckner

8 Years of Experience

Brandon Beckner is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Seattle, WA, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,933 clients with $6.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Composition Wealth's wealth management and portfolio management fees are based on the value of your portfolio and can range up to 1.50% annually. The fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. Composition Wealth may also charge a fixed dollar fee for these services, which may exceed the asset-based fee.

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Location

1730 Minor Avenue, Suite 1350, Seattle, WA, 98101

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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
Composition Wealth, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Ep Wealth Advisors
November 2019 - December 2024 · 5 yrs 1 mo
Filament, LLC
August 2017 - September 2019 · 2 yrs 1 mo
Glassman Wealth Services, LLC
November 2016 - April 2017 · 5 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.