Brian Buckley
Buckley Wealth · Las Vegas, Nevada
Brian Buckley is a fee-only financial advisor at Buckley Wealth in Las Vegas, Nevada. Brian focuses on retirement planning, family wealth transfer and small business owners. Buckley Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Buckley Wealth |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $644.0M across 614 accounts |
| SEC registration | Investment adviser representative in NV, TX · CRD 857260 |
| Exams passed | Series 63 (1979) · Series 65 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.buckleywealth.com |
| Profile |
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Questions about Brian
Is Brian Buckley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Buckley Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Buckley Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Brian charge?
According to Buckley Wealth's website, checked October 30, 2026: no asset minimum.
Does Brian work with clients virtually?
Yes. Buckley Wealth says on its website that it works with clients remotely.
Where is Brian Buckley based?
Brian Buckley is based in Las Vegas, Nevada.
What does Brian specialize in?
Brian's specialties include retirement planning, family wealth transfer, small business owners, founders (pre-exit) and sustainable & impact investing. Brian works with high earners and multi-generational families.
Is Brian Buckley registered with the SEC?
Yes. Brian Buckley is registered as an investment adviser representative in NV and TX (CRD 857260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buckley Wealth manage?
Buckley Wealth reports $644.0M across 614 accounts in assets under management.
How do I contact Brian Buckley?
Through Brian's website, www.buckleywealth.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
- Buckley Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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