T.
Branton
Wealthspire Advisors
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About this Advisor
T. Branton is a certified financial planner who works out of San Rafael, California with a total of 5 years of relevant experience. Branton works at Wealthspire Advisors. Over the course of their career, they have held roles at Mosaic Financial Partners Inc and Private Ocean. Branton maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California. Wealthspire Advisors is a financial advisory company that has its headquarters in San Rafael, CA. It has offices in two locations and a total of 44 financial advisors. It controls $3 billion in assets between its 934 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to three charitable organizations. Of its 934 client accounts, 66% are held by high-net-worth clients who have at least $1 million in assets. Wealthspire Advisors has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of services provided. Fee types charged by Wealthspire Advisors most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$2,453,163,396
44
934
$2,626,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
T. Branton Work History
T. has been registered as a financial advisor for 5 years.*
Private Ocean
Mosaic Financial Partners Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of T. Branton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
