- -Estate Planning
- -Retirement Planning
- -Other Financial Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
|Fund||Assets in Fund|
|Vanguard Total Bond Market Index Fund||$1M-$10M|
|Vanguard 500 Index Fund||$1M-$10M|
|Vanguard FTSE All-World ex US Index Fund||<$1M|
|Vanguard Total International Bond Index Fund||$1M-$10M|
|Vanguard Global ex-US Real Estate Index Fund||<$1M|
|Vanguard European Stock Index Fund||<$1M|
|Schwab US REIT ETF||$1M-$10M|
|SPDR Bloomberg Barclays High Yield Bond ETF||$1M-$10M|
Firm Client types
Designations & Memberships
Chartered Financial Analyst InstituteMembership
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Alternative Investment AnalystDesignationThe CAIA designation demonstrates mastery of alternative investment concepts, tools, and practices, and promotes adherence to the highest standards of professional conduct.
Chartered Financial AnalystDesignationWidely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.
Financial Risk ManagerDesignationTwo years work experience in an appropriate financial risk management career and GARP Individual Membership.
Articles and Answers
Licenses & Conducts
Brainvest Wealth Management LLC
$123.4MTotal Assets Under Management
N/ATotal Assets Under Advisement
$6.9MEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Performance-Based Fees