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Brett Michael Bucher

Bucher Wealth Advisors

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About Brett Michael Bucher

Brett Bucher is a registered Investment Advisor Representative with Bucher Wealth Advisors. Brett is a financial professional who has been in the industry since January 1999 and has a Series 7, Series 31, Series 63, and Series 65 license. Brett also holds the Certified Financial Planner designation. Bucher Wealth Advisors provides financial planning services to individuals and businesses. They have a strong focus on high-net-worth clients and individuals and specialize in financial planning, portfolio management, and pension consulting.

Firm Information

Brett Bucher is currently registered with Bucher Wealth Advisors. Bucher Wealth Advisors is a financial advisor registered with the SEC, serving individuals and high-net-worth clients. Based in San Mateo, CA, they specialize in financial planning, pension consulting, and portfolio management for individuals. The firm has 1 licensed agent and manages over $136 million in assets.
Bucher Wealth Advisors

1730 S. EL CAMINO REAL, SUITE 250

SAN MATEO, CA 94402

$136.82M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Bucher’s Registration & Firm History

CA

10/08/2010 - Present

Bucher Wealth Advisors (SAN MATEO CA)

CA

01/21/1999 - 10/12/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)

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Licenses & Designations

IA

Issued 03/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 01/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Michael Bucher.
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