Bryan Klein
Bryan Klein is a CFP-designated registered investment advisor at Klein Wealth Management, LLC, based in Saint Johns, FL, with 23 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 33 clients with $17M 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 | 1.00% |
Cash and money market funds are exempt from the annual fee. Fees are negotiable in certain instances based on client needs.
Fee Estimator
Location
503 Cloisterbane Drive, Saint Johns, FL, 32259
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2018Other Business Activities
Bryan works as a Product Manager at SSC Advent, a financial technology company, since February 2019. This requires full-time hours, including a few hours per week during trading hours, for software support and consulting.
Employment History
Current Registrations
Klein Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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