Brady Martz Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$790,257,745
Clients
439
Advisors
9
across 5 offices
About
Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals (including high-net-worth clients), trusts, businesses and qualified retirement plans. Like many team firms, it implements client accounts primarily through mutual funds and ETFs and offers ongoing portfolio oversight and planning services.
The firm’s investment approach emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and sub-advisory portfolios provided by Focus Partners Advisor Solutions and research support from Dimensional Fund Advisors. Financial planning incorporates tools such as Monte Carlo simulation, and the firm will retain individual equities for tax or personal reasons and, when suitable, utilize less-liquid vehicles such as interval funds.
Two operational features that distinguish the firm are its multi-office platform (12 offices) and its ownership structure as a wholly owned subsidiary of an accounting firm, Brady Martz, PLLC, which enables coordinated service offerings with affiliated tax and insurance entities while maintaining separate engagements. BMWS also combines a substantial discretionary asset base (roughly $795 million) with outsourced sub-advisory and back-office relationships, which shapes its operational scale and portfolio implementation relative to many peers.
Client services
Expertise
Fee options
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
Main office
See office401 Demers Ave, Ste 300
Grand Forks ND 58201
Advisors at this office
5
Offices (5)
Most active in
Arizona · Connecticut · Florida · Iowa · Minnesota · Montana · Nebraska · North Dakota · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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.
Advisors at this firm
Aidan D
CFA®
Corinth, TX
Brady Martz Wealth Solutions, LLC
Aidan Daly is a CFA® charterholder at Brady Martz Wealth Solutions, LLC with one year of experience in financial services. Prior to joining Brady Martz, he worked at Cbiz, Avantax/Cetera, INPRS, and held roles in education at Miami University and Hudson High School. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, implementing client accounts primarily through mutual funds and ETFs while offering ongoing portfolio oversight and planning services.
Jonathan B
Series 63, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Proequities, Inc., and Avantax Planning Partners, Inc. He is a part owner and treasurer of Tendies and Dreams I, LLC, an entity created to evaluate private placement investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy while offering coordinated services through its affiliation with an accounting firm and utilizing model and sub-advisory portfolios.
Jason E
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Jason Ernst is a financial advisor at Brady Martz Wealth Solutions, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc., ProEquities, Inc., Honkamp Krueger Financial Services Inc., and U.S. Bancorp Investments. 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 and a buy-and-hold investment philosophy, supported by model and sub-advisory portfolios, and integrates financial planning tools such as Monte Carlo simulation.
Monica M
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Monica Murphy is a financial advisor with Brady Martz Wealth Solutions, LLC and holds a Series 66 designation. She has 16 years of industry experience, including roles at Avantax Investment Services, Inc., Avantax Planning Partners Inc., and ProEquities. Outside of her advisory work, she coaches and officiates in a recreational adult volleyball league through Bismarck Parks and Recreation. Brady Martz Wealth Solutions provides discretionary investment management and comprehensive financial planning to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold approach, utilizing model and sub-advisory portfolios along with integrated financial planning tools.
Logan Z
CFP®, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Logan Zeisler is a CFP® with two years of industry experience and is currently associated with Brady Martz Wealth Solutions, LLC. His prior experience includes roles at Mariner Wealth Advisors, Farm Credit Services of America, and a term in the South Dakota State Legislature. Brady Martz Wealth Solutions offers 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 and a buy-and-hold investment approach, operating across 12 offices and affiliated with an accounting firm to provide coordinated tax and insurance services.
Ted F
CFA®, Series 66
Orange, CT
Brady Martz Wealth Solutions, LLC
Ted Ferik is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Brady Martz Wealth Solutions, LLC, where he has worked since 2025. His prior experience includes roles at Cetera firms and Avantax Advisory Services. Outside of his advisory work, Ferik is involved in media production as an executive producer for a video production studio and manages operations for a real estate-focused business. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm uses a passive, asset-class diversification approach with a buy-and-hold philosophy, supported by model portfolios and research from Focus Partners Advisor Solutions and Dimensional Fund Advisors.
Zachary M
CFP®, ChFC®, Series 63
Sioux Falls, SD
Brady Martz Wealth Solutions, LLC
Zachary Motl is a CFP® and ChFC® with five years of industry experience. He is currently with Brady Martz Wealth Solutions, LLC and has prior experience at Northwestern Mutual in various roles from 2020 to 2025. 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 and a buy-and-hold investment approach, utilizing model portfolios and research support from Focus Partners Advisor Solutions and Dimensional Fund Advisors.
Stephanie B
CFP®, Series 65
Dubuque, IA
Brady Martz Wealth Solutions, LLC
Stephanie Bussan is a CFP® with nine years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Creative Planning, LLC, Avantax Advisory Services, and HK Financial Services, Inc. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and research support from partners such as Dimensional Fund Advisors.
Cole O
Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Cole O'Connell is a financial advisor at Brady Martz Wealth Solutions, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Brady Martz & Associates and Epic Companies. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, diversified investment strategies and operates as a wholly owned subsidiary of an accounting firm, allowing integrated service offerings across tax and insurance.
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