Brian Marshburn
Brevity & Associates · Franklinton, North Carolina
Brian Marshburn is a fee-only financial advisor at Brevity & Associates in Franklinton, North Carolina, who holds the CFP credential. Brevity & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brevity & Associates |
|---|---|
| Based in | Franklinton, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.9M across 145 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4769215 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brevityus.com |
How Brian's firm compares
- Brevity & Associates's average account is about $130,000, from its Form ADV (assets managed divided by 145 accounts).
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Questions about Brian
Is Brian Marshburn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Brevity & Associates 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, Brevity & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Marshburn based?
Brian Marshburn is based in Franklinton, North Carolina.
What credentials does Brian Marshburn hold?
Brian Marshburn holds the CFP credential.
Is Brian Marshburn registered with the SEC?
Yes. Brian Marshburn is registered as an investment adviser representative in NC (CRD 4769215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brevity & Associates manage?
Brevity & Associates reports $18.9M across 145 accounts in assets under management.
How do I contact Brian Marshburn?
Through Brian's website, www.brevityus.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
- 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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