Brandon Gregg
BBK Wealth · Fishers, Indiana
Brandon Gregg is a fee-only financial advisor at BBK Wealth in Fishers, Indiana, who holds the CFP credential. BBK Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BBK Wealth |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.6M across 224 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6388715 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bbkwealth.com |
How Brandon's firm compares
- BBK Wealth's average account is about $280,000, from its Form ADV (assets managed divided by 224 accounts).
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Questions about Brandon
Is Brandon Gregg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and BBK Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, BBK Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Gregg based?
Brandon Gregg is based in Fishers, Indiana.
What credentials does Brandon Gregg hold?
Brandon Gregg holds the CFP credential.
Is Brandon Gregg registered with the SEC?
Yes. Brandon Gregg is registered as an investment adviser representative in IN (CRD 6388715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BBK Wealth manage?
BBK Wealth reports $62.6M across 224 accounts in assets under management.
How do I contact Brandon Gregg?
Through Brandon's website, bbkwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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