BBK Wealth LLC
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About
BBK Wealth LLC provides portfolio management and financial planning to individuals, small businesses, and high‑net‑worth clients, preparing individualized Investment Policy Statements and delivering ongoing account monitoring. The firm also offers cryptoasset planning and investment services and conducts educational seminars and paid speaking engagements for groups and organizations.
BBK typically implements portfolios using ETFs and other common instruments, applying a blend of fundamental, quantitative, technical, and modern portfolio theory analyses and managing accounts on a long‑term, discretionary basis when authorized. It tailors allocations and client‑imposed restrictions to individual goals and relies on a designated institutional custodian for trade execution and custody.
Distinctive features include a formal program of seminars and speaking engagements and an explicit cryptoasset planning and investment capability, with associated fees billed separately from standard advisory agreements. The firm operates with a small advisory team managing roughly $62 million for under 100 client accounts, combining conventional portfolio management with advisor‑led public education and specialized cryptoasset services.
Client services
Expertise
Fee options
Financial planning fixed fees range from $100 to $25,000; advisory consulting fixed fees range from $1,000 to $2,000 (negotiable); educational seminar fees range from free to $2,000 per seminar or up to $140 per participant; speaking engagement fees range from free to $5,000 plus travel expenses.
1.50% annually
$425 per hour
Main office
14074 Trade Center Drive, Suite 240
Fishers IN 46038
Advisors at this office
2
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brandon G
CFP®, Series 66
Fishers, IN
BBK Wealth LLC
Brandon Gregg is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. He has worked at Edward Jones and Fifth Third Securities before joining BBK Wealth LLC in 2021. Outside of his advisory role, he is a one-third owner of Property Genesis LLC, dedicating about 1% of his time to this venture. BBK Wealth LLC provides portfolio management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm offers cryptoasset planning and investment services in addition to traditional portfolio management, using ETFs and a combination of fundamental, quantitative, and technical analyses tailored to client goals.
Tyler S
CFP®
Fishers, IN
BBK Wealth LLC
I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA in “the valley” and later in the finger lakes region where his parents still live. Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie, have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.
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