Brian O. Butler

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About Brian O. Butler

Brian Butler is an award-winning CEO, Senior Wealth Advisor based in Houston, Texas with 18 years of experience in the field. Brian Butler is dedicated to helping individuals turn their financial "somedays" into reality through retirement planning, business owner succession, and comprehensive wealth management.

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.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

CRD#

2595308

Firm CRD#

155344

Insurance License#

1571900

Name of Custodial Firm

Fidelity

States Licensed in

TX, IL, IA, CA, MI, MO, GA, OK, FL,MD, NY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

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

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC^®, CPFA, CEPA^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Long Term Care, Disability, Accident, Casualty, Property, Annuity, Variable Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

1.50

Additional Details on Charges

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.

Minimum Fee Charged for Managed Accounts

Disclaimer

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

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Paladin Research Report For:

Wealth Standard Financial