Advisor at Excel Financial, LLC
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Firm
Excel Financial, LLC
Location
Red Wing, MN 55066
Credentials
Series 65
Industry experience
10 years
Brent Urbach is a financial advisor at Excel Financial, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked with firms including Ascension Bay Investments, LLC and River City Assets. Outside of financial advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs a range of investment strategies tailored through documented Investment Policy Statements.
Based on Excel Financial, LLC
Financial planning services flat fee between $500 and $10,000; ERISA plan services base fee $2,000 to $10,000 per year plus participant fee $0 to $250 per participant per year
$1 - $99,999.99: 1.25% $100,000 - $499,999.99: 0.90% $500,000 - $999,999.99: 0.60% $1,000,000 - $1,999,999.99: 0.55% $2,000,000 - $4,999,999.99: 0.50% $5,000,000 - $9,999,999.99: 0.40% $10,000,000 - $29,999,999.99: 0.20% $30,000,000 - $39,999,999.99: 0.10% $40,000,000+: 0.05%
$250 per hour for financial planning services
Minimum fee: Minimum annual fee of $625, unless waived by Excel Financial Fee-only: Hourly financial planning at $250/hour; Fixed fees for financial planning range from $500 to $10,000; ERISA plan services fixed fees range from $2,000 to $10,000 per year plus participant fees $0 to $250 per participant per year; ERISA plan services may also be offered on AUM basis 0.25% to 1.25%.
321 Main Street
Red Wing, MN 55066
Minnesota · Texas
Ascension Bay Investments, LLC
2020 - Present (6 years)
River City Assets
2017 - Present (9 years)
River City Car Wash
2017 - Present (9 years)
Excel Financial, LLC
2015 - Present (11 years)
BLU Products
2010 - 2025 (15 years)
Asset Venture Properties
2002 - Present (24 years)
BLU Consulting
2002 - 2023 (21 years)
River City Assets
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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Couloir Wealth Advisors, Inc.
At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.
Series 65
Red Wing, MN
Excel Financial, LLC
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