Advisor at Braintrust Capital, LLC
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Firm
Braintrust Capital, LLC
Location
San Antonio, TX 78257
Credentials
Series 66
Industry experience
14 years
Roger Graham is a financial advisor at Braintrust Capital, LLC in San Antonio, TX, with 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Graham holds a Series 66 designation. Braintrust Capital serves individuals, trusts, retirement plans, and business clients with advisory services including asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and manages both discretionary and non-discretionary accounts.
Based on Braintrust Capital, LLC
Up to $10,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $500/hour; flat fees up to $10,000 for financial planning and consulting services
17806 Ih 10 West, Suite 300
San Antonio, TX 78257
Texas
Braintrust Capital, LLC
2022 - Present (4 years)
Wells Fargo Clearing Services LLC
2019 - 2022 (3 years)
UBS Financial Services
2014 - 2019 (5 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.
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.
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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Fair Oaks Financial LLC
Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.
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