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Bryan Larrison

Trustmont Advisory Group, INC.
26 Years of Experience
Dublin, OH
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Bryan Larrison is a registered investment advisor at Trustmont Advisory Group, INC., based in Dublin, OH, with 26 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.

Trustmont Advisory Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,322 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Dublin, OH

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2010
Customer Dispute
September 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bryan sells life insurance, structured settlements, and fixed annuities through Praxis Capital & Investment Management, dedicating minimal time to this activity. He also volunteers as a youth hockey coach and collaborator with USA Hockey, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2024 - Present · 2 yrs 6 mos
Trustmont Financial Group, INC.Broker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
March 2017 - August 2023 · 6 yrs 5 mos
Ausdal Financial Partners, INC.
March 2017 - August 2023 · 6 yrs 5 mos
Sandlapper Securities, LLCBroker
June 2014 - March 2017 · 2 yrs 9 mos
Sandlapper Wealth Management, LLC
June 2010 - March 2017 · 6 yrs 9 mos
Colony Park Financial Services LLC.Broker
June 2010 - June 2014 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - April 2010 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - April 2010 · 3 yrs
UBS Financial Services INC.
November 2003 - May 2007 · 3 yrs 6 mos
UBS Financial Services INC.Broker
October 2003 - May 2007 · 3 yrs 7 mos
Citigroup Global Markets INC.
August 2001 - November 2003 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2001 - November 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
August 1999 - December 2000 · 1 yr 4 mos
State Registrations4 states
CAFLGAOH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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