# Brian McGregor

> Brian McGregor is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland. Brian charges a percentage of assets.

Page: https://find.wellspent.co/advisors/brian-mcgregor/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sargent Investment Group
- **Based in:** Bethesda, Maryland
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.48B across 1,381 accounts
- **CRD:** 4694197 (https://adviserinfo.sec.gov/individual/summary/4694197)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2003), Series 65 (2014)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.sargentinvestmentgroup.com

## Frequently asked questions

### Is Brian McGregor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Sargent Investment 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 charges a percentage of assets.

### Where is Brian McGregor based?

Brian McGregor is based in Bethesda, Maryland.

### Is Brian McGregor registered with the SEC?

Yes. Brian McGregor is registered as an investment adviser representative in TX (CRD 4694197), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sargent Investment Group manage?

Sargent Investment Group reports $1.48B across 1,381 accounts in assets under management.

### How do I contact Brian McGregor?

Through Brian's website, www.sargentinvestmentgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4694197): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sargentinvestmentgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.