Brett
Weston
Medicus Wealth Planning, Inc
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About this Advisor
Brett Weston is a financial advisor based in Draper, Utah, working with Medicus Wealth Planning, Inc. Brett has previously held positions at Church Of Jesus Christ Of Latter-Day Saints, University Of Utah Executive Education, Truenorth Wealth (Association Financial Services), Clarity Financial Planners, and Medicus Wealth Planning, Inc. Brett has passed the Series 65 regulatory exam and is registered to provide services in Nevada and Utah. Currently, Brett is part of Medicus Wealth Planning, Inc, which operates out of Draper, Utah. The firm has 2 offices and 4 employees. The firm manages assets totaling $100.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Medicus Wealth Planning, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Medicus Wealth Planning, Inc Brokerage Details
$100,939,574
4
469
$215,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brett Weston Work History
Medicus Wealth Planning, Inc
Clarity Financial Planners
Truenorth Wealth (Association Financial Services)
University Of Utah Executive Education
Church Of Jesus Christ Of Latter-Day Saints
Disclosures
Please visit the SEC profile of Brett Weston 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 Medicus Wealth Planning, Inc
Draper, UT
Draper, UT
Draper, UT
Draper, UT
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