Bryan Bastoni
Bryan Bastoni is a CFP-designated registered investment advisor at Pearson Financial Services, based in Dennis, MA, with 24 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 500 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are based on the aggregate value of all accounts within the established household. Fees are negotiable under certain circumstances.
Fee Estimator
Location
586 Main St, Dennis, MA, 02638
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Bryan is a registered investment advisor with Pearson Financial Services, spending full-time hours on financial planning. He is also an insurance agent since 2020, but dedicates minimal time to this and refers clients to an insurance specialist.
Employment History
Current Registrations
Pearson Financial Services
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations15 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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