Caleb Josey
Brett Josey Wealth Management · Benton, Louisiana
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.
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Facts
| Firm | Brett Josey Wealth Management |
|---|---|
| Based in | Benton, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $142.6M across 59 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 7219189 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Caleb's firm compares
- Brett Josey Wealth Management's average account is about $2.4 million, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Caleb
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.
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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