Advisor at Brady Martz Wealth Solutions, LLC
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Firm
Brady Martz Wealth Solutions, LLC
Location
Grand Forks, ND 58201
Credentials
Series 65
Industry experience
< 1 year
Cole O'Connell is a financial advisor at Brady Martz Wealth Solutions, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Brady Martz & Associates and Epic Companies, as well as a four-year period at Concordia College. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, supported by model portfolios and research partnerships.
Based on Brady Martz Wealth Solutions, LLC
Based on Brady Martz Wealth Solutions, LLC
Financial planning fixed fees up to $10,000, based on estimate of hours needed
$0+: Investment Management Services: tiered based on total assets under management, but exact tiers not explicitly listed in brochure; fees are negotiable. $0 - $1,000,000: Employee Benefit Retirement Plan Services: BMWS fee 0.70%, FPAS fee 0.20%, Total 0.90% $1,000,001 - $5,000,000: BMWS fee 0.45%, FPAS fee 0.15%, Total 0.60% $5,000,001 - $10,000,000: BMWS fee 0.25%, FPAS fee 0.08%, Total 0.33% $10,000,001+: BMWS fee 0.15%, FPAS fee 0.05%, Total 0.20%
Some employees are licensed insurance agents and may receive commissions for insurance product transactions, but not obligatory for clients
Financial planning hourly rates range from $200 to $300 per hour
Minimum fee: $2,000 minimum for financial planning services Fee-only: Financial planning fees charged separately on project, fixed rate or hourly basis
401 Demers Ave, Ste 300
Grand Forks, ND 58201
Minnesota · North Dakota
Brady Martz Wealth Solutions, LLC
2025 - Present (1 year)
Brady Martz & Associates
2024 - 2025 (1 year)
Epic Companies
2024 - 2024 (1 year)
Brady Martz & Associates
2023 - 2023 (1 year)
Brady Martz & Associates
2022 - 2022 (1 year)
Brady Martz & Associates
2021 - 2021 (1 year)
Concordia College
2020 - 2024 (4 years)
Absolute Fire Protection
2020 - 2020 (1 year)
Unemployed
2018 - 2020 (2 years)
Moorhead High School
2015 - 2018 (3 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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Brady Martz Wealth Solutions, LLC
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