user avatar

Brandyn Shetler

Advisor at Kestra Advisory

Updated today

Location

Hamptonville, NC

Credentials

CFP®, Series 63, Series 66

Industry experience

7 years

About

Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

Hamptonville, NC

Most active in

New York · North Carolina · Texas

Work history

Kestra Investment Services, LLC

2024 - Present (2 years)

Kestra Advisory Services

2024 - Present (2 years)

The Vanguard Group, Inc.

2024 - 2024 (1 year)

The Vanguard Group, Inc.

2018 - 2024 (6 years)

Nomad Aquatics and Fitness Center

2017 - 2018 (1 year)

Nomad Aquatics and Fitness Center

2016 - 2018 (2 years)

University of North Carolina at Charlotte

2016 - 2017 (1 year)

Nomad Aquatics and Fitness Center

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Jason Singleton is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC, Wachovia Bank, and LPL Financial. Singleton has been with Good Life Advisors since 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Justin H

Series 63, Series 65

Elkin, NC

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Justin Hall is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations with a range of investment consulting and management solutions that include third-party managers and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

Aaron M

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Aaron Misenheimer is a CFP® and ChFC® certified financial advisor with nine years of industry experience, currently serving at Edward Jones since 2016. Prior to joining Edward Jones, he was involved with Mountain View Baptist Church for five years. Outside of his advisory role, he serves as a supply preacher at area churches and is an artist affiliated with Conn-Selmer Corporation, receiving royalties from music publishing. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Frank B

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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