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Brett Ronald Schneider

DIVERGENT WEALTH ADVISORS, LLC·SOUTH JORDAN, Utah
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489 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT 84095CRD# 5636953Firm CRD# 286383
01

About

Brett Ronald Schneider is a registered financial advisor based in SOUTH JORDAN, Utah, affiliated with DIVERGENT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DIVERGENT WEALTH ADVISORS, LLC
DIVERGENT WEALTH ADVISORS, LLC
AUM
$617M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at DIVERGENT WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5636953
Firm CRD# 286383
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Ronald Schneider offer?
Brett Ronald Schneider specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SOUTH JORDAN, Utah for a consultation.
What are Brett Ronald Schneider's credentials?
Brett Ronald Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Ronald Schneider located?
Brett Ronald Schneider is based in SOUTH JORDAN, Utah, working with DIVERGENT WEALTH ADVISORS, LLC. Their office serves clients in the SOUTH JORDAN metropolitan area and surrounding communities.
How does Brett Ronald Schneider charge for services?
Brett Ronald Schneider's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERGENT WEALTH ADVISORS, LLC?
DIVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $617M in regulatory assets under management. See their Form ADV for full details.
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Other advisors in SOUTH JORDAN
Edward George O'malley — DIVERGENT WEALTH ADVISORS, LLCJeffrey Howard Collings — FORESEE MANAGEMENT, LLCTodd C Draney — FORESEE MANAGEMENT, LLCVeronica Ei Chun Moo — DIVERGENT WEALTH ADVISORS, LLCRandy Wayne Taylor — DIVERGENT WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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