--- title: Brian Fees - WealthVisory description: "Brian Fees Brian Fees CFP®, AIF®\nManaging Partner\nbrian@wealthvisory.com\n830-672-5716\nBrian Fees" --- [![WealthVisory\_logo\_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # Brian Fees ![brian-fees-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/brian-fees-wealthvisory-400x400.jpg) ### **Brian Fees** CFP®, AIF® **Managing Partner** [brian@wealthvisory.com](mailto:brian@wealthvisory.com) [830-672-5716](tel:830-672-5716) Brian Fees is a Managing Partner and cofounder of WealthVisory. Brian first took an interest in financial planning at a young age and began investing as a teenager. This interest spurred him to pursue a business degree from Baylor University, where he majored in both Financial Services & Planning and Risk Management & Insurance. He began his financial services career with a large brokerage firm as an investment representative, and soon after went to the independent channel through Prospera Financial Services. Brian specializes in working with professionals (and their families) from the oil and gas industry. His deep understanding of the industry and business demands and his deep knowledge in benefit packages, especially ExxonMobil, allows him to better consult with clients and coordinate their company benefits with their individual financial plans. Brian serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. Brian is married and has five amazing children. #### Professional Credentials - CFP® - Accredited Investment Fiduciary® (AIF®). - Series 7 Securities License, the Series 66 Securities License, and the Life and Health Insurance License ## Let’s talk to find out how we can help you reach **financial freedom.** #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc\_logo\_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved.