Brandon Hess is a registered investment advisor at Cyndeo Wealth Partners, based in St. Petersburg, FL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,089 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cyndeo Wealth Partners charges an annual fee for managing your investment portfolio, ranging from 0.30% to 2.00% of the portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances. Cyndeo can combine account values of family members to potentially lower the fee. If using third-party money managers, their fees are separate and in addition to Cyndeo's fees.
Location
200 Central Avenue, 23rd Floor, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon is general counsel for business clients at Hess Law Group, PC, dedicating nearly all of his time to this role. He is also a member of Yard Bird Investments, LLC, providing legal and business counseling and spending about 10% of his time on this activity.
Employment History
Current Registrations
Cyndeo Wealth Partners
State Registrations1 state
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