Brian O. Butler
As the host the popular podcasts and YouTube channels, The Retirement Chef: Whipping Up Wealth with Brian Butler. He blends his passion for financial planning with engaging content. His unique approach connects cooking and retirement, offering practical recipes and retirement strategies to create a fulfilling life
Brian simplifies complex financial concepts with his extensive technical research. As CEO and Senior Wealth Advisor, he collaborates with clients to design their financial lives, enabling them to thrive and make a positive impact on the people and organizations they care about.
Brian is a Chartered Retirement Planning Counselor® (CRPC), a Certified Exit Planning Advisor® (CEPA), and a Certified Plan Fiduciary Advisor® (CPFA), Brian is also pursuing advanced education through the prestigious Pepperdine University Executive Planning Certificate Program and Yale University's Certified Private Wealth Advisor® (CPWA) program in partnership with the Investments & Wealth Institute. He serves on the advisory board of CHIP (Changing How Individuals Prosper) and is a member of the Association of African American Financial Advisors.
Outside of his professional life, Brian enjoys spending time outdoors with his family and is an avid basketball fan. His bucket list includes the dream of flying a plane one day.
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to manage your goals.
Wealth Standard Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, advice, and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
2016
5-9 Employees
1571900
Fidelity
TX, IL, IA, CA, MI, MO, GA, OK, FL, MD, NY
9
Businesses, Individual Investors, Non-Profit Organizations
English
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Health, Life, Variable Annuity, Long Term Care, Disability, Accident, Casualty, Property, Annuity, Variable Life
Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
$250000
Based on Assets, Flat Fee
1.50
While we do not have a minimum, our full service wealth management offering typically fits clients with more that $500k in investments or household incomes greater than $200k. Do not worry if you have less than that because we have programs that potentially fit your situation. We also have stand-alone financial planning services available.
We charge a premium fee for investment management and financial planning. We are not the most expensive...and you do not want cheap. Our goal is to give you significantly more value than the fee charged.
Our affiliation Carson Partners and Fidelity gives you access to some of the largest institutional managers in the country.
Full service assets under investment management over $3 million will be assessed a fee from .9 - 1.45%.
Full service assets under investment management less than $1 million will be assessed a fee of 1.65 - 2.00%.
*Discounts apply if both planning and investment management are chosen.
.90
152
127
90
$50,000,000
Yes
Additional Detailed Disclosures
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
