BF
CFP
BF
CFP

Bryan Fazio

27 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker

Bryan Fazio is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ponte Vedra Beach, FL, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

822 N A1A Highway Ste 310, (Office of Convenience), Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)
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.
Customer Dispute
November 2015
Denied
Other Business Activities

Bryan owns 100% of Fazio Asset Management, LLC, and is transitioning to Finet Practice. This activity takes up more than full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
September 2006 - March 2025 · 18 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2006 - March 2025 · 18 yrs 6 mos
A. G. Edwards & Sons, INC.
April 2005 - September 2006 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
August 2001 - September 2006 · 5 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
Putnam Mutual Funds CORP.Broker
December 1996 - August 1998 · 1 yr 8 mos
State Registrations19 states
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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.
Bryan Fazio - Financial Advisor | TrueAdvisor