Bret Ferrante
Black Card Circle · Las Vegas, Nevada
Bret Ferrante is a fee-only financial advisor at Black Card Circle in Las Vegas, Nevada. Black Card Circle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Black Card Circle |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.3M across 470 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6241863 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.blackcardcircleria.com |
| Profile |
How Bret's firm compares
- Black Card Circle's average account is about $209,000, from its Form ADV (assets managed divided by 470 accounts).
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Questions about Bret
Is Bret Ferrante a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Black Card Circle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bret charge for financial advice?
Bret's firm, Black Card Circle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bret Ferrante based?
Bret Ferrante is based in Las Vegas, Nevada.
Is Bret Ferrante registered with the SEC?
Yes. Bret Ferrante is registered as an investment adviser representative in CA (CRD 6241863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Black Card Circle manage?
Black Card Circle reports $98.3M across 470 accounts in assets under management.
How do I contact Bret Ferrante?
Through Bret's website, www.blackcardcircleria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
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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