Advisor at Black Knight Wealth Management, LLC
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Firm
Black Knight Wealth Management, LLC
Location
Frisco, TX
Credentials
Series 63, Series 65, Series 66
Industry experience
9 years
Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cambridge Investment Research Advisors and New York Life Insurance Company. Outside of his advisory role, he serves as a board member of the Southern Gateway Deck Park. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services with attorneys, tax advisors, insurance advisors, and private bankers. The firm uses a blend of fundamental, quantitative, and technical analysis within tailored investment strategies and reviews client accounts monthly.
Based on Black Knight Wealth Management, LLC
Based on Black Knight Wealth Management, LLC
Financial planning fixed fees up to $10,000, negotiable.
$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.
Up to $350 per hour for financial planning services, negotiable.
Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.
Frisco, TX
Texas
The Leaders Group Inc
2025 - Present (1 year)
Black Knight Wealth Mgmt
2025 - Present (1 year)
Integrated Advisors
2025 - Present (1 year)
Cambridge Investment Research Advisors
2023 - 2025 (2 years)
Cambridge Investment Research, Inc.
2023 - 2025 (2 years)
Adaptation Financial
2022 - 2025 (3 years)
NYLife Securities, LLC
2019 - 2022 (3 years)
New York Life Insurance Company
2018 - 2023 (5 years)
Unemployed
2018 - 2018 (1 year)
Sutherland Global Services
2016 - 2018 (2 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:
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.
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.
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
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63
Addison, TX
Prudent Money Financial Services
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