Brandon Wyatt
Brandon Wyatt is a registered investment advisor at M2 Financial LLC, based in Cottonwood Heights, UT, with 4 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 407 clients with $61M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual advisory fee is inclusive of any third-party manager or sub-advisory fees unless otherwise specified in the clients investment management agreement. These fees are not negotiable.
Fee Estimator
Location
7396 S Union Park Ave., Suite 301, Cottonwood Heights, UT, 84047
Get directionsHistory
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 ActivitiesSells Insurance
Brandon is involved in annuity and life insurance sales through Wasatch Retirement Planning since August 2024. He dedicates a few hours per week to recommending appropriate insurance products based on client needs.
Employment History
Current Registrations
M2 Financial LLC
Previous Registrations
Impact Partnership Wealth, LLC
Foundations Investment Advisors LLC
Teton Wealth Group LLC
New Millennium Group
State Registrations2 states
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.