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Brian Joseph Fees

Advisor at Prospera Financial Services, inc. — Gonzales, TX

Updated today

Credentials

CFP®, Series 66

Experience

19 years

Location

Gonzales, TX 78629

Prospera Financial Services, inc. logo

Prospera Financial Services, inc.

Multi-team

Total advisors

286

Across 132 offices

Clients per advisor

63 Typical

Avg AUM per client

$681,918 Typical

HNW client ratio

44% High

About

Brian Fees is a CFP® with 19 years of industry experience, currently advising clients at Prospera Financial Services, Inc. since 2007. He previously worked at Edward Jones for one year. Outside of his financial advisory role, he serves on the Texas Taxidermy Board of Advisors and provides taxidermy services, dedicating several hours weekly outside business hours without compensation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Client services

Based on Prospera Financial Services, inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Prospera Financial Services, inc.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Prospera Financial Services, inc.

Founder/Business Owner Retired

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Fee options

Fixed

Some financial planning fees may be fixed fees, negotiated per client

Percentage

Up to 2.15% annually (maximum) - fees are negotiable and based on amount of assets, services provided, and financial complexity

Commissions

Commission and transactional fees apply when acting as broker-dealer and insurance agent, including sales loads, 12b-1 fees, annuity commissions, and markups on fixed income securities

Project-based

Up to $750 per hour for financial planning services

Other

Fee-only: Financial planning fees may be fixed or hourly, up to $750/hour maximum, negotiable per client

Location

See office

Gonzales, TX

215 N. Saint Joseph Street

Gonzales TX 78629

Advisors at this office

1

Most active in

Texas

Work history

19 years of industry experience

Prospera Financial Services

2007 - Present • 19 years

Dallas, TX

Edward Jones

2006 - 2006 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jay R

CFP®, CFA®, Series 63

Nickel, TX

Inspire Advisors, LLC

Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.

ESG / Sustainable investing

Alex W

Series 66

Gonzales, TX

Edward Jones

Alex Webster is a Series 66 registered advisor with Edward Jones, based in Gonzales, TX, and has 9 years of industry experience. He previously worked at Chuck Nash for 13 years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Gary K

Series 63, Series 65

Shiner, TX

Cetera

Gary Kusak is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. In addition to his advisory work, Kusak manages a farming operation and performs as a musician for social events. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and affiliations supporting a large asset base and diverse client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John E

Series 63, Series 65

Gonzales, TX

LPL Financial

John Edgecomb is a financial advisor with LPL Financial in Gonzales, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Merrill for 37 years and Raymond James & Associates for 8 years. Outside of finance, he owns Edgecomb Automotive Restoration, an automotive restoration business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Dane K

Series 66

Gonzales, TX

Edward Jones

Dane King is a Series 66-licensed financial advisor with Edward Jones, based in Gonzales, TX, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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