Brian
Fenn
Buckingham Strategic Wealth, LLC
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About this Advisor
Brian Fenn is a certified financial planner and chartered financial consultant based out of Charlotte, North Carolina with 2 years of industry experience. Fenn is currently employed by Buckingham Strategic Wealth, LLC. Throughout their career, they have worked at Carolina Capital Consulting, Inc and Buckingham Strategic Wealth, LLC. Fenn holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, North Carolina and Texas. Buckingham Strategic Wealth, LLC is a registered investment firm based in Saint Louis, MO. The company has offices in 48 locations and a total of 584 advisors. It oversees $22 billion in total assets among its 42,145 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 60 charities and foundations. Of its 42,145 customer accounts, 45% are held by high-net-worth clients who have more than $1 million in assets. The firm performs a number 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 largely vary depending on the type of services. However, fee types billed by Buckingham Strategic Wealth, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
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
Brian Fenn Work History
Brian has been registered as a financial advisor for 2 years.*
Buckingham Strategic Wealth, LLC
Carolina Capital Consulting, 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 Brian Fenn 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 Buckingham Strategic Wealth, LLC
Santa Rosa, CA
Indianapolis, IN
Saint Louis, MO
Saint Louis, MO
Deerfield, IL
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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.
