Brian Lon Biederman
Advisor at Nortlov Advisory, LLC — McDonough, GA
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.
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.
Credentials
CFP®, Series 63
Experience Industry experience
42 years
Location
McDonough, GA
Brian Biederman is a CFP® with 42 years of industry experience, currently serving at Nortlov Advisory, LLC. His prior roles include positions at Money Concepts Capital Corp., Innovation Partners, and Advanced Financial Concepts, which he owns. Outside of his advisory work, he is active in community service, including volunteer roles at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center and leadership in a Jewish community association. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to a diverse client base, including individuals, families, businesses, trusts, and institutional entities such as insurance companies and municipal organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including asset allocation, options, and third-party manager integration.
Based on Nortlov Advisory, LLC
Based on Nortlov Advisory, LLC
Fixed fees for financial planning typically range from $500 to $5,000 or more, invoiced monthly or quarterly.
$0 - $2,499,999.99: 2.00% $2,500,000 - $4,999,999.99: 1.75% $5,000,000 - $9,999,999.99: 1.25% $10,000,000 - $24,999,999.99: 1.00% $25,000,000 - $49,999,999.99: 0.75% $50,000,000 - $99,999,999.99: 0.50% $100,000,000+: 0.35%
Hourly rates range from $75 to $500 per hour, billed in 15-minute increments.
Performance-based fees are individually negotiated; no specific rates provided.
Account minimum: $1,000,000 Fee-only: Fees typically range from 0.20% to 2% annually depending on negotiated arrangements and platforms used.
McDonough, GA
McDonough GA
Advisors at this office
2
Georgia · North Carolina
42 years of industry experience
Nortlov Securities LLC
2025 - Present • 1 year
McDonough, GA
Nortlov Advisory LLC
2025 - Present • 1 year
McDonough, GA
Money Concepts Capital Corp.
2024 - 2024 • 1 year
Palm Beach Gardens, FL
Innovation Partners
2020 - 2025 • 5 years
Charlotte, NC
IP Financial Advisory Services LLC
2020 - 2025 • 5 years
Charlotte, NC
Infinity Financial Services Advisory
2020 - 2020 • 1 year
Oakland, CA
Infinity Financial Services
2016 - 2020 • 4 years
Oakland, CA
Advanced Financial Concepts
1997 - Present • 29 years
Raleigh, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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