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Brett Michael Maggard

Singer Wealth Advisors LLC

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About Brett Michael Maggard

Brett Michael Maggard is a financial advisor with Singer Wealth Advisors LLC. Brett has been in the financial services industry for over 6 years and has a strong understanding of the needs of individual and institutional investors. Brett specializes in financial planning, portfolio management, and pension consulting. He is also a licensed insurance agent and provides insurance products and services to clients. Brett is committed to providing clients with personalized financial advice that helps them achieve their goals.

Firm Information

Brett Maggard is currently registered with Singer Wealth Advisors LLC. Singer Wealth Advisors LLC is an investment advisory firm headquartered in Boca Raton, Florida. With a team of 12 licensed agents and 16 investment advisor representatives, the firm manages over $571 million in assets for approximately 1,733 accounts. They specialize in financial planning, pension consulting, and educational seminars, and offer a range of services to both individuals and businesses.
Singer Wealth Advisors LLC

1515 S. FEDERAL HIGHWAY

BOCA RATON, FL 33432

$571.23M

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Maggard’s Registration & Firm History

FL

01/01/2025 - Present

Singer Wealth Advisors LLC (Wesley Chapel FL)

FL

01/10/2022 - 12/12/2022

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Tampa FL)

FL

08/22/2018 - 10/05/2020

BANKERS LIFE SECURITIES, INC. (Clearwater FL)

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Licenses & Designations

BOTH

Issued 05/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Michael Maggard.
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