William Bryan is a registered investment advisor at Db Advisors, based in Springfield, MO, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 136 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DB Advisors offers several investment management options:
- Wealth Management Accounts: DBA manages investments based on your financial situation and goals. General wealth management and financial planning are included. Fees are either flat rate or tiered rate based on household net asset value.
- Private Client Retainer Accounts: Similar to Wealth Management Accounts, but you pay a fixed retainer amount based on your total household net asset value, potentially resulting in a lower annual investment management fee.
- Third Party Platform (dBFolios©): DBA allocates assets into predetermined model portfolios of ETFs, ETNs, closed-end funds, and open-end mutual funds. This program does not provide ongoing financial advice.
Location
2200 E. Sunshine Street, Suite 324, Springfield, MO, 65804
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
William is an independent insurance agent providing life and/or health insurance products on a non-solicited basis since 2016. This is a minimal activity, taking a few hours per week.
Employment History
Current Registrations
Db Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
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.