Brian Hyde
Advisor at Wealthcare Capital Management 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.
Advisor at Wealthcare Capital Management 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.
Location
Richmond, VA 23219
Credentials
Series 63, Series 65, Series 66
Industry experience
10 years
Brian Hyde is a financial advisor with Wealthcare Capital Management LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked at Wealthcare Capital Management since 2020 and is also the owner of Performance Physical Therapy in Mechanicsville, VA, a business he has operated since 2009. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to alternative and precious-metal investments, utilizing an evidence-based investment approach supported by proprietary quantitative tools.
Based on Wealthcare Capital Management LLC
Based on Wealthcare Capital Management LLC
Fixed fee financial planning engagements based on expected effort; ongoing financial planning fees up to $15,000 invoiced quarterly in advance
$0+: Up to 1.85% annually (Management Services; fee may be negotiable and can exceed 1.85% with alternative investments) $0+: Up to 0.25% annually (Investment Strategist / Model Management Services) $0+: Up to 0.65% annually (Retirement Plan Advisory Services)
Certain Advisory Persons earn commissions from insurance product sales, separate and in addition to advisory fees
Financial planning hourly rates from $150 to $400 per hour
Minimum fee: Minimum annual fee of $500, waivable at discretion of Advisor Fee-only: Financial planning fees on hourly basis ($150-$400/hr), fixed fee basis, or ongoing planning fees up to $15,000 quarterly advance invoicing; fees may be negotiable
2 James Center, 1021 East Cary Street, #702
Richmond, VA 23219
Virginia
Wealthcare Capital Management, LLC
2020 - Present (6 years)
Performance Physical Therapy
2009 - Present (17 years)
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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.
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