Bryan Havighurst
Bryan Havighurst is a CFP-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Loveland, OH, with 3 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, Financial Planning & Coaching, and 4 more. Their firm serves 616 clients with $470M 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 | 2.00% |
Annual fees are up to 2% of assets under management and are negotiable. RBC wrap programs range from 0.10% to 0.45%. Certain third-party strategist fees may apply in addition.
Fee Estimator
Location
Loveland, OH
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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 →Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.
Metlife Securities INC.
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.
Exams
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