Gregory Bryson is a registered investment advisor at Wealth Management Partners, LLC, based in Tucson, AZ, with 35 years of industry experience. Gregory 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, Financial Planning & Coaching, and 4 more. Their firm serves 799 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
1980 E River Road, Suite 120, Tucson, AZ, 85718
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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 Activities
Gregory is the owner of Bryson Capital, a parent company, dedicating minimal time. He also serves as Treasurer and a board member for Intermountain Center for Human Development, spending a few hours per week.
Employment History
Current Registrations
Wealth Management Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
CBIZ Financial Solutions, INC.Broker
CBIZ Financial Solutions, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
U.S. Bancorp Piper Jaffray INC.Broker
Dean Witter Reynolds INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.