Advisor at Brady Martz Wealth Solutions, LLC
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Firm
Brady Martz Wealth Solutions, LLC
Location
Grand Forks, ND 58201
Credentials
Series 63, Series 65
Industry experience
12 years
Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Northwestern Mutual. He is also a treasurer and part owner of Tendies and Dreams I, LLC, an entity that holds private placement investments. Brady Martz Wealth Solutions offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and sub-advisory support, and operates as a wholly owned subsidiary of an accounting firm to provide coordinated services alongside affiliated tax and insurance entities.
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 · South Dakota · Texas
Brady Martz Wealth Solutions, LLC
2024 - Present (2 years)
Avantax Investment Services, INC.
2020 - 2024 (4 years)
ProEquities, Inc
2016 - 2020 (4 years)
Avantax Planning Partners, Inc.
2016 - 2024 (8 years)
Northwestern Mutual Wealth Management Company
2016 - 2016 (1 year)
Northwestern Mutual Investment Management
2013 - 2016 (3 years)
NORTHWESTERN MUTUAL LIFE Insurance Company
2012 - 2016 (4 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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Tencap Wealth Coaching
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