Brian's devotion to helping people is what has driven him throughout his career. A career with more than a decade of experience in financial advisement, planning, and management. It is his diversified experience that has shaped Brian's approach to wealth management, asset management, and retirement planning. This knowledge along with his commitment to understanding every client's needs ensures a unique experience for both clients and businesses looking to plan for their future.
The advisor to client relationship is extremely important for Brian's business as he believes investment decisions should be driven by more than just risk tolerance or suitability but by a sound financial plan that is specific to each client's goals and values.
Outside of his career as a financial advisor with HBW, Brian has owned multiple businesses as both a sole proprietor and corporate executive. As a former educator, Brian has taught at multiple universities and developed certification programs for multiple organizations. A father of four children, Brian understands the importance of planning for the future and protecting what matters most.
HBW has been a family-owned business since its founding in 1991. The financial world has changed a lot since then. But since our first day we have tried to treat every client as part of the family. That has not changed.
HBW's most basic belief and guiding principle is in providing our advisors and clients the tools they need to stay the course, to stick to their financial plans, to seek control of the factors that form the basis of all other investment success: saving, asset protection through insurance, and tax planning. We also believe our clients relationship with their advisor is among their most important assets when times are challenging.
Quite simply, we believe advice from most independent financial advisors will be better than advice from anywhere else. Our view is that products are products. Real solutions are based on values and goals, not hypothetical investment returns, fear-based sales tactics or big company guarantees crippled by the fine print. Why deal with some firm's inherent conflict of interest if you do not have to?
We are committed to people and families: committed to helping our clients fulfill hopes, accomplish goals, and realize dreams. HBW Advisory Services LLC, is a Registered Investment Advisory Services Company entrusted with over $1 billion in client assets under management.
|Firm Start Year:||1991|
|No. of Employees:||100-499|
|States Licensed in:||AZ, CA, FL, ID, OR, TN, TX, SC|
|Number of Years with Current Firm:||4|
|Work Experience:||Brian currently holds a Series 65 Investment License which makes him a licensed fiduciary with registrations in multiple states. His work in financial services includes helping with personal wealth management, corporate asset management, venture capital raises, retirement planning with an emphasis on tax efficient strategies, and general financial advisement. Outside of the financial services industry he has taught at various universities, was the CEO for a national mid-size business and owner of both sole proprietorships and corporations. Through his experiences as an advisor and corporate executive he has been involved in complex estate planning, asset protection, and tax minimization models. Brian currently holds the title of Chief Operations Officer for HBW Advisory Services Northern California division.|
|Work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning|
|Investment Types:||Stocks, Bonds, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance|
|Can meet clients in the following ways:||Phone, Our Office, Email, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Health, Annuity, Accident, Variable Annuity, Long Term Care, Variable Life, Life|
|Assets Managed by Firm:||$1,000,000,000+|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1.00%|
|Additional Details on Charges:||The overall fee will vary based upon the asset management strategies selected to meet the clients best interest. All portfolios are custom built to meet the needs of each client.|
|Minimum Fee Charged for Managed Accounts:||1.00%|
|Minimum Fee Charged for Hourly Planning Accounts:||$1,000|
|BA - Kinesiology||California State University, Chico
- Chico, CA
|MA - Kinesiology||California State University, Chico
- Chico, CA
|PhD - Curriculum and Development||Arizona State University
- Phoenix, AZ
Portfolio management is a critical component of any financial plan which is why we strongly advise that most clients utilize our strategies that provide weekly and even daily oversight. This type of management provides a peace of mind that someone is always watching of your assets and adjusting to meet the changes in the market.
A proper retirement plan takes into consideration your financial goal along with your personal values. After those items are identified then we will apply the appropriate asset management strategy and ensure that everything is executed with the goal of minimizing your taxes throughout the life of your plan.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Investment advisory services offered through HBW Advisory Services LLC., HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are under separate ownership from any other named entity.|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Granite Bay Roseville Rocklin Lincoln Loomis El Dorado Hills Folsom Auburn Fair Oaks Sacramento|
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