Brian Plunkett
Advisor at Semper Financial
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 Semper Financial
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
Semper Financial
Location
Hicksville, NY
Credentials
CFP®, Series 63
Industry experience
4 years
Brian Plunkett is a CFP® and Series 63 designee with over 37 years of experience in tax and accounting and 4 years in financial advisory. He is currently with Semper Financial Advisors LLC and has held roles at Semper Financial since 2011. In addition to his advisory work, he owns a CPA practice specializing in tax preparation and accounting and is an independent insurance agent selling term and long-term care insurance products. Semper Financial Advisors LLC provides discretionary investment management and written financial planning to individual and high-net-worth clients, managing about $37 million across approximately 64 client relationships. The firm employs a long-term, buy-and-hold investment approach focused on diversified asset allocation using mutual funds and ETFs.
Based on Semper Financial
$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% Over $1 million+: By Negotiation
$250 per hour for financial planning services
Hicksville, NY
New York
Semper Financial Advisors Llc
2024 - Present (2 years)
Semper Financial
2011 - 2024 (13 years)
Brian Plunkett, Cpa
1989 - Present (37 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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