Bryan Glancy is a CFP-designated registered investment advisor at Spinnaker Financial Group, LLC, based in Independence, OH, with 24 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 108 clients with $59M 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 | 1.65% |
Annual fee is based on a percentage of assets under management, not to exceed 1.65%. Fees may be negotiated or discounted based on historical relationships, account composition, and asset amounts.
Fee Estimator
Contact
Bryan Glancy
Location
5005 Rockside Road, Suite 600-103, Independence, OH, 44131
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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
Spinnaker Financial Group, LLC
Previous Registrations
Securities America Advisors, INC.
Lincoln Financial Advisors Corporation
State Registrations2 states
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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