BRIAN LOW FINANCIAL GROUP, LLC
SEC RegisteredGet ready for your retirement
About the firm
Brian Low Financial Group offers a strategy aimed at helping clients increase income and preserve wealth. They provide custom retirement planning through a structured process of discovery, evaluation, and planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income strategies, wealth management, annuity guidance, and custom retirement planning.
Who they serve
Individuals and families working toward their ideal retirements.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 828 | $154M |
| High Net Worth Individuals | 46 | $85M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $999,999 | 1.25% |
| $1 million to $1.99 million | 1.00% |
| $2 million to $2.99 million | 0.90% |
| Over $3 million | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIAN LOW FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.