Brian Terry, CFP® Blue Marlin Advisors, LLC

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About Brian Terry, CFP®

Brian obtained his Certified Financial Planner (CFP) designation in December 4, 1992. He owned and operated a Fee-only practice in Charlotte, NC for 7 years before moving back to Winter Park, Florida.

During his career, he worked and supported the Fee-Only model and was able to assist his clients in the areas of investments, retirement, insurance, and estate planning. By adopting a Fiduciary relationship with his clients, he was able to ensure that all recommendations were in the clients best interest.

He has a BS in Business Administration from The University of Central Florida and a MBA from Keller University. Brian is active in the stock market and primarily trades ETFs, stocks, and options. He enjoys reading, traveling, and staying physically active.

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Ideal Clients

  • Investment Planning & Management
  • Portfolio Management
  • Wealth Management

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $625+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $175+/hr
  • Assets Under Management: 1.00%

SEC Records

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