# Caleb Josey

> Caleb 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.

Page: https://find.wellspent.co/advisors/caleb-josey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brett Josey Wealth Management
- **Based in:** Benton, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $142.6M across 59 accounts
- **CRD:** 7219189 (https://adviserinfo.sec.gov/individual/summary/7219189)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Caleb Josey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caleb 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 Caleb charge for financial advice?

Caleb's firm, Brett Josey Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Caleb Josey based?

Caleb Josey is based in Benton, Louisiana.

### Is Caleb Josey registered with the SEC?

Yes. Caleb Josey is registered as an investment adviser representative in LA and TX (CRD 7219189), 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 Caleb Josey?

Contact details aren't on file yet. Search for Brett Josey Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7219189): 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

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