Bryan Dean Clintsman

CFP

Focus Partners Wealth, LLC

25 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Focus Partners Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

823 advisors

Number of Clients

34,999 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

2121 San Jacinto Street, Suite 1500, Dallas, TX, 75201

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Focus Partners Wealth, LLC

July 2024 - Present · 1 yr 7 mos

Ernst & Young Investment Advisers LLP

February 2000 - Present · 26 yrs

Previous Registrations

Buckingham Strategic Wealth, LLC

February 2023 - November 2024 · 1 yr 9 mos

Clintsman Financial Planning

October 2006 - February 2023 · 16 yrs 4 mos

Clintsman Financial Planning

June 2002 - June 2002 · 0 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.