Bryan Stanfill
Bryan Stanfill is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Mooresville, NC, with 39 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
347 North Main Street, Suite 204-A, Mooresville, NC, 28115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is the president of Financial Strategies of Lake Norman Inc., assisting clients with financial planning, and also works as a broker for multiple insurance providers, selling life, disability, and long-term care insurance. He also represents Phoenix Legal Service Plan, spending minimal time gathering client information for attorneys.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Washington Square Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.