Advisor at Brady Martz Wealth Solutions, LLC
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Firm
Brady Martz Wealth Solutions, LLC
Location
Orange, CT
Credentials
CFA®, Series 66
Industry experience
13 years
Ted Ferik is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brady Martz Wealth Solutions, LLC. His prior roles include positions at several Cetera-affiliated firms and Avantax Advisory Services. Outside of financial advising, he is involved in media production as an executive producer for Think Out Loud, Inc. and manages a precious metals wholesale business. 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 with a buy-and-hold approach, utilizing model and sub-advisory portfolios supported by research from Dimensional Fund Advisors.
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
Orange, CT
Connecticut
Brady Martz Wealth Solutions, LLC
2025 - Present (1 year)
Cetera Investment Services Llc
2025 - 2025 (1 year)
CETERA Financial Specialists LLC
2025 - 2025 (1 year)
CETERA Advisor Networks LLC
2025 - 2025 (1 year)
Avantax Investment Services Inc
2025 - 2025 (1 year)
Cetera ADVISORS LLC
2025 - 2025 (1 year)
Alliance Tutoring
2024 - 2025 (1 year)
Avantax Advisory services
2022 - 2025 (3 years)
Step Two Enterprises, LLC
2019 - Present (7 years)
Cigna Benefits Financing, Inc.
2017 - 2022 (5 years)
Cigna Corporation
2016 - 2022 (6 years)
Matthew Greene
2011 - 2016 (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.
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
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
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