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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A FIRM BROCHURE, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bucket List Wealth Management use?","answer":"Bucket List Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $146M and Fidelity Brokerage Services LLC (Smithfield, RI), with $78.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bucket List Wealth Management have?","answer":"Bucket List Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bucket List Wealth Management invest in?","answer":"At the end of its last fiscal year, Bucket List Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 9% U.S. government and agency bonds and 6% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bucket List Wealth Management?","answer":"Bucket List Wealth Management’s direct owner is Daniel Quirk (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bucket List Wealth Management get paid?","answer":"Bucket List Wealth Management is paid through a percentage of assets under management. 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