Brian Herbst
The Herbst Group · Westfort, Connecticut
Brian Herbst is a fee-only financial advisor at The Herbst Group in Westfort, Connecticut. The Herbst Group reports charging a percentage of assets on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | The Herbst Group |
|---|---|
| Based in | Westfort, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $204.8M across 294 accounts |
| SEC registration | Investment adviser representative in CT, TX · CRD 5125974 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.herbstgroup.com |
| Profile |
How Brian's firm compares
- The Herbst Group's average account is about $696,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Brian
Is Brian Herbst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and The Herbst Group 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, The Herbst Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Herbst based?
Brian Herbst is based in Westfort, Connecticut.
Is Brian Herbst registered with the SEC?
Yes. Brian Herbst is registered as an investment adviser representative in CT and TX (CRD 5125974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Herbst Group manage?
The Herbst Group reports $204.8M across 294 accounts in assets under management.
How do I contact Brian Herbst?
Through Brian's website, www.herbstgroup.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
- The Herbst Group 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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