VETTED

Brad Cantrill

AAMS^®, EA, CFP^®

Tel: 469-522-4053 2440 Timber Ridge Drive Suite 103 Frisco, TX 75036

About Cantrill Financial Group LLC

Cantrill Financial Group LLC is an independent fee based holistic planning and wealth management practice serving clients in the North Texas area. Our professionals stress the fundamental principles of education, accountability, and total coordination of wealth management services. Our business philosophy is to treat each client like they are family and to empower them to make educated choices that fit within their goals, aspirations, or personal lifestyle.

See Disclosures

General Information

Firm Start Year:

2006

No. of Employees:

5-9 Employees

Name of Broker/Dealer:

New Edge Advisors

Name of Custodial Firm:

Fidelity/National Financial Srvs

Number of Years with Current Firm:

Work with the following types of clients:

Individual Investors, 7685976861, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Qualifications & Memberships

Insurance and Annuity Licenses:

Life, Health, Annuity

Services

Investment Types:

Mutual Funds, Bonds, Alternative Investments, Commodities, Insurance, Annuities, Stocks

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Email, Phone, Video Conference, Your Home

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Commissions, Flat Fee, Based on Assets

Firm Information

Advisor's Number of Clients:

Total Assets Under Management by Advisor:

$90000000

Education

Bachelors of Arts:

Austin College

Juris Doctorate - Law:

Southern Methodist University - Dallas

08/97 - 05/2000

Disclosures

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

https://www.wiseradvisor.com/disclosure/1886509/wiseradvisor-cantrill-financial-group-llc-detailed-disclosure.html

24 Years of Experience

CRD# 4438327 Firm CRD# 4438327Series: 6, 66

Compliance

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Research This Advisor

Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure