Brett
Hixon
Kirtland Financial Management, Inc
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About this Advisor
Brett Hixon is a certified financial planner working out of Miami, Florida who has 18 years of industry experience. Hixon is on the advisory team at Kirtland Financial Management, Inc. The advisor has gained experience at Kirtland Financial Management, Kirtland Financial Management, Inc and Raymond James Financial Services, Inc. Hixon maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Kirtland Financial Management, Inc is a financial advisory company based out of Miami, FL. It administers $276 million in total assets across its 438 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 438 client accounts, 53% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the financial services. Fees charged by Kirtland Financial Management, Inc most likely are comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kirtland Financial Management, Inc Brokerage Details
$276,446,741
5
438
$631,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brett Hixon Work History
Brett has been registered as a financial advisor for 18 years.*
Kirtland Financial Management
Kirtland Financial Management, Inc
Raymond James Financial Services, 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 Brett Hixon 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 Kirtland Financial Management, Inc
Miami, FL
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.
