Brian Fees, Cfp®, Aif®

Brian Fees, Cfp®, Aif® Email and Phone Number

Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you. @ WealthVisory
Brian Fees, Cfp®, Aif®'s Location
Gonzales, Texas, United States, United States
Brian Fees, Cfp®, Aif®'s Contact Details

Brian Fees, Cfp®, Aif® personal email

n/a
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.

Brian Fees, Cfp®, Aif®'s Current Company Details
WealthVisory

Wealthvisory

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Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you.
Brian Fees, Cfp®, Aif® Work Experience Details
  • Wealthvisory
    Managing Partner And Co-Founder
    Wealthvisory Aug 2022 - Present
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  • Source Rock Capital Management
    Financial Advisor
    Source Rock Capital Management Jan 2007 - Present
    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.

Brian Fees, Cfp®, Aif® Skills

Retirement Strategic Financial Planning Retirement Planning Iras Investments Wealth Management Long Term Care Insurance Mutual Funds Uniform Combined State Law Financial Planners Investment Advisory 401k Series 7 Equities Asset Allocation Portfolio Management Health Insurance Small Business

Brian Fees, Cfp®, Aif® Education Details

Frequently Asked Questions about Brian Fees, Cfp®, Aif®

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 the current company?

Brian Fees, Cfp®, Aif®'s current role is Utilizing our proprietary process the SmartMethod, we build a financial plan focusing on what matters to you..

What is Brian Fees, Cfp®, Aif®'s email address?

Brian Fees, Cfp®, Aif®'s email address is br****@****kcm.com

What schools did Brian Fees, Cfp®, Aif® attend?

Brian Fees, Cfp®, Aif® attended Baylor University, Baylor University - Hankamer School Of Business.

What skills is Brian Fees, Cfp®, Aif® known for?

Brian Fees, Cfp®, Aif® has skills like Retirement, Strategic Financial Planning, Retirement Planning, Iras, Investments, Wealth Management, Long Term Care, Insurance, Mutual Funds, Uniform Combined State Law, Financial Planners, Investment Advisory.

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