Advisor at Blue Barn Wealth
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
Blue Barn Wealth
Location
Orem, UT 84057
Credentials
CFP®, CFA®, Series 65
Industry experience
14 years
Jeffrey Brimhall is a CFP® and CFA® with 14 years of experience in the financial advisory industry. He is currently with Blue Barn Wealth, where he has worked since 2016, and is also the owner and manager of Force For Good Financial, LLC. Prior to his current roles, he spent five years at Soltis Investment Advisors, LLC. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management services, utilizing a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and broad diversification. The firm offers tiered service levels and incorporates sub-advisors and alternative investments to meet client needs.
Based on Blue Barn Wealth
Based on Blue Barn Wealth
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.25% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagement initial fee $100-$2,000 plus annual fee $1,800-$24,000 billed monthly
Account minimum: $5,000 Minimum fee: Minimum fee may apply and be paid monthly instead of quarterly; specific amounts depend on client engagement agreement
370 West Center Street
Orem, UT 84057
Texas · Utah
Savvy
2026 - Present (1 year)
Blue Barn Wealth, LLC
2025 - Present (1 year)
Blue Barn Wealth, LLC
2017 - Present (9 years)
Force for Good Financial, LLC
2017 - 2026 (9 years)
Financial Planning Office, LLC
2017 - 2019 (2 years)
Blue Barn Wealth, LLC
2016 - 2019 (3 years)
Soltis Investment Advisors, LLC
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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