Brett Angel
Marks Group Wealth Management · Minnetonka, Minnesota
Brett Angel is a fee-only financial advisor at Marks Group Wealth Management in Minnetonka, Minnesota. Marks Group Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marks Group Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.02B across 4,310 accounts |
| SEC registration | Investment adviser representative in MN · CRD 5426169 |
| Exams passed | Series 66 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.marksgroup.com |
How Brett's firm compares
- Marks Group Wealth Management's average account is about $468,000, from its Form ADV (assets managed divided by 4,310 accounts).
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Questions about Brett
Is Brett Angel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Marks Group Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Marks Group Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brett Angel based?
Brett Angel is based in Minnetonka, Minnesota.
Is Brett Angel registered with the SEC?
Yes. Brett Angel is registered as an investment adviser representative in MN (CRD 5426169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marks Group Wealth Management manage?
Marks Group Wealth Management reports $2.02B across 4,310 accounts in assets under management.
How do I contact Brett Angel?
Through Brett's website, www.marksgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
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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