Right Brain Money

Right Brain Money (CRD# 156420) is a financial advisory firm headquartered in , . They manage $10,936,602 in 89 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $122,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Right Brain Money
Showing 1 - 2 of 2 top financial advisors.
1
David A. Madanat
CRD#: 6883278
Arroyo Grande, CA
87
Wealthminder
score

David Madanat (CRD# 6883278) is an Investment Advisor Representative working at Right Brain Money in Arroyo Grande, CA and has 1 year of experience in the finance industry.

2
Shawn A. Murphy
CRD#: 5587582
San Luis Obispo, CA
84
Wealthminder
score

Shawn Murphy (CRD# 5587582) is an Investment Advisor Representative working at Right Brain Money in San Luis Obispo, CA and has over 9 years of experience in the finance industry. Shawn Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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