BB
BB

Brett Michael Brownfield

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

980 Pico Point, Colorado Springs, CO, 80905

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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
Waverly Advisors, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Rainsberger Wealth Advisors
November 2022 - April 2024 · 1 yr 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.