Advisor at Alongside, LLC
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Firm
Alongside, LLC
Location
Mill Creek, WA 98012
Credentials
CFP®, Series 66
Industry experience
13 years
Joseph Brandenburg is a CFP® with 13 years of experience in the financial services industry. He currently serves as an advisor at Alongside, LLC, having previously worked at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the president of a homeowners association, where he manages quarterly meetings and maintenance coordination. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.
Based on Alongside, LLC
Core financial planning limited engagements: up to $5,000 max; ongoing financial planning: up to $75,000 annually max; advanced planning: up to $75,000 max; fees negotiated per client
Maximum 1.65% annually, negotiable based on account size, complexity, and other factors
Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation possible through affiliated broker-dealer Oakwood Capital Securities, Inc.
Fractional family office services: standard $2,500 to $10,000 per month plus $2,500 onboarding fee; premium $5,500 to $30,000 per month plus $5,500 onboarding fee
Account minimum: $25,000
15117 Main St., Suite 207 A
Mill Creek, WA 98012
Washington
Alongside, LLC
2025 - Present (1 year)
Thrivent Investment Management Inc
2024 - 2025 (1 year)
Purshe Kaplan Sterling Investments, Inc.
2020 - 2024 (4 years)
Thrivent Advisor Network, LLC d/b/a Inflection Wealth Management
2020 - 2025 (5 years)
THRIVENT FINANCIAL for Lutherans
2012 - 2020 (8 years)
Thrivent investment Management Inc
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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