Richard Bryan
Richard Bryan is a CFP-designated registered investment advisor at Partners in Financial Planning, LLC, based in John's Island, SC, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Investment Management, and 3 more. Their firm serves 389 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PIFP charges an annual retainer fee for investment management services, calculated quarterly. This fee includes both investment advice and ongoing financial planning. The total fee typically ranges from 0.25% to 1.00% per year, depending on the size and complexity of the client's accounts, whether tax preparation is involved, whether there are specifically negotiated fees, and whether they are on a historically grandfathered fee schedule. New clients are required to prepay the first three months of fees.
Contact
Richard Bryan
Location
John's Island, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Partners in Financial Planning, LLC
Previous Registrations
Bryan Wealth Management, LLC
Vanguard Advisers 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.
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Additional Information
Rich joined Partners in Financial Planning in October 2012 and became the third managing partner in 2015. He started his financial planning career at Salomon Smith Barney, worked nine years at Vanguard and even ran his own Registered Investment Advisor firm before merging his firm with PIFP. He holds a Bachelor of Science in Finance from Liberty University. Rich grew up on Johns Island, SC. After living in Virginia and Pennsylvania for many years, he moved back to Johns Island to help take care of family. Rich manages our Charleston, SC office. Rich and his wife Carla have three children but are now empty nesters. In his free time, Rich can be found watching his son play college basketball, visiting his two daughters, hiking, sailing, reading and traveling with his wife.