Managing Partner And Co-Founder
Current
Aug 2022 - Present
AeroLeads people directory · profile
Brian Fees, Cfp®, Aif® Email & Phone Number
Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you.
at
WealthVisory
1 work email found
@sourcerockcm.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you.
Location
Gonzales, Texas, United States
Who is Brian Fees, Cfp®, Aif®? Overview
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Quick answer
Brian Fees, Cfp®, Aif® is listed as Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you. at WealthVisory, based in Gonzales, Texas, United States. AeroLeads shows a work email signal at sourcerockcm.com and a matched LinkedIn profile for Brian Fees, Cfp®, Aif®.
Brian Fees, Cfp®, Aif® previously worked as Managing Partner and Co-Founder at Wealthvisory and Financial Advisor at Source Rock Capital Management. Brian Fees, Cfp®, Aif® holds Bachelor Of Business Administration (Bba), Financial Services & Planning And Risk Management & Insurance from Baylor University.
Company email context
Email format at WealthVisory
This section adds company-level context without repeating Brian Fees, Cfp®, Aif®'s masked contact details.
{first}@sourcerockcm.com
86% confidence
AeroLeads found 1 current-domain work email signal for Brian Fees, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Brian Fees, Cfp®, Aif®
Securities and Advisory Services offered through Prospera Financial Services • Member FINRA (www.finra.org)/SIPC (www.sipc.org) 5429 LBJ Freeway, Suite 400 • Dallas, Texas 75240I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.
Listed skills include Retirement, Strategic Financial Planning, Retirement Planning, Iras, and 15 others.
Current workplace
Brian Fees, Cfp®, Aif®'s current company
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2 roles
Brian Fees, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Source Rock Capital Management
I work with successful individuals and families, mostly in the oil and gas industry, guiding them through a comprehensive financial planning process covering retirement, estate planning, investments, risk management and insurance, and other aspects of financial planning.
Jan 2007 - Present
2 education records
Brian Fees, Cfp®, Aif® education
Bachelor Of Business Administration (Bba), Financial Services & Planning And Risk Management & Insurance
Bachelor Of Business Administration, Financial Services & Planning And Risk Management & Insurance
FAQ
Frequently asked questions about Brian Fees, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does Brian Fees, Cfp®, Aif® work for?
Brian Fees, Cfp®, Aif® works for WealthVisory.
What is Brian Fees, Cfp®, Aif®'s role at WealthVisory?
Brian Fees, Cfp®, Aif® is listed as Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you. at WealthVisory.
What is Brian Fees, Cfp®, Aif®'s email address?
AeroLeads has found 1 work email signal at @sourcerockcm.com for Brian Fees, Cfp®, Aif® at WealthVisory.
Where is Brian Fees, Cfp®, Aif® based?
Brian Fees, Cfp®, Aif® is based in Gonzales, Texas, United States while working with WealthVisory.
What companies has Brian Fees, Cfp®, Aif® worked for?
Brian Fees, Cfp®, Aif® has worked for Wealthvisory and Source Rock Capital Management.
How can I contact Brian Fees, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for Brian Fees, Cfp®, Aif® at WealthVisory, including work email, phone, and LinkedIn data when available.
What schools did Brian Fees, Cfp®, Aif® attend?
Brian Fees, Cfp®, Aif® holds Bachelor Of Business Administration (Bba), Financial Services & Planning And Risk Management & Insurance from Baylor University.
What skills is Brian Fees, Cfp®, Aif® known for?
Brian Fees, Cfp®, Aif® is listed with skills including Retirement, Strategic Financial Planning, Retirement Planning, Iras, Investments, Wealth Management, Long Term Care, and Insurance.
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