Advisor at Fiduciary Trust Private Wealth Counsel 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
Fiduciary Trust Private Wealth Counsel LLC
Location
Springfield, MO 65804
Credentials
Series 63, Series 65
Industry experience
35 years
Brent Weisenborn is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at firms such as Infinex Investments, BKS Investment Services, and Virtue Financial Advisors, where he remains a co-owner of an insurance agency. Outside of finance, he is a licensed pilot and works as a real estate agent. Fiduciary Trust Private Wealth Counsel LLC is a small advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, emphasizing portfolio construction based on client goals and risk tolerances while coordinating with other professional advisors.
Based on Fiduciary Trust Private Wealth Counsel LLC
Based on Fiduciary Trust Private Wealth Counsel LLC
$2,500 for financial planning (negotiable)
1.00% annually
$100 - $500 per month for Wealth Advisors’ Coordination Service (negotiable)
Account minimum: $500,000
2155 East Sunshine St, Suite 204
Springfield, MO 65804
Kansas · Missouri · Texas
Fiduciary Trust Private Wealth Counsel LLC
2022 - Present (4 years)
Fiduciary Trust Assurance Group LLC
2022 - Present (4 years)
Infinex Investments, Inc.
2020 - 2021 (1 year)
BKS Investment Services, Inc.
2018 - 2020 (2 years)
Infinex Investments, Inc.
2018 - 2018 (1 year)
Farmers Financial Solutions LLC
2016 - 2017 (1 year)
BKS Investment Services, Inc.
2015 - 2016 (1 year)
Virtue Financial Advisors, L.L.C.
2015 - Present (11 years)
Bankers & Investors Co, Inc.
2008 - 2016 (8 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 66
Springfield, MO
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CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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