Advisor at Bragg Comer Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bragg Comer Financial Advisors, LLC
Location
Plano, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Based on Bragg Comer Financial Advisors, LLC
Based on Bragg Comer Financial Advisors, LLC
Fixed fees for projects determined and agreed upon at the start based on complexity and hours.
$0 - $500,000: 0.9% $500,001 - $1,000,000: 0.8% $1,000,001 - $1,500,000: 0.7% $1,500,001 - $2,000,000: 0.5% $2,000,001 - $2,500,000: 0.4% $2,500,001+: 0.3%
Starting at $200 per hour for fixed project fees based on hourly work.
Fee-only: Fee only investment advisor; no commissions or performance-based fees.
Plano, TX
Texas
Bragg Comer Financial Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
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Series 63, Series 65, Series 66
Frisco, TX
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Gadiraju, Raju
Series 63
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Prudent Money Financial Services
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