Brett Josey
Brett Josey Wealth Management · Benton, Louisiana
Brett Josey is a fee-only financial advisor at Brett Josey Wealth Management in Benton, Louisiana. Brett Josey Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Brett →
Facts
| Firm | Brett Josey Wealth Management |
|---|---|
| Based in | Benton, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $142.6M across 59 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2839029 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Brett's firm compares
- Brett Josey Wealth Management's average account is about $2.4 million, from its Form ADV (assets managed divided by 59 accounts).
Request an introduction to Brett
Tell Brett a little about what you're looking for. Brett isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brett
Is Brett Josey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Brett Josey 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, Brett Josey Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brett Josey based?
Brett Josey is based in Benton, Louisiana.
Is Brett Josey registered with the SEC?
Yes. Brett Josey is registered as an investment adviser representative in LA and TX (CRD 2839029), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brett Josey Wealth Management manage?
Brett Josey Wealth Management reports $142.6M across 59 accounts in assets under management.
How do I contact Brett Josey?
Contact details aren't on file yet. Search for Brett Josey Wealth Management.
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.
See something wrong? Request a correction. Read our methodology.