Bryan Hancock is a CFP-designated registered investment advisor at Timberchase Financial, LLC, based in Homewood, AL, with 22 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, Cross-Border Planning, Divorce Planning, Education Planning, and 8 more. Their firm serves 126 clients with $280M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Timberchase Financial may waive any minimum fee or charge a lesser advisory fee based on historical relationships, asset types, or future earning capacity.
Fee Estimator
Contact
Bryan Hancock
Location
3310 Independence Drive, Homewood, AL, 35209
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 Activities
Bryan is an adjunct instructor of finance at Samford University since January 2022. This activity is not investment-related.
Employment History
Current Registrations
Timberchase Financial, LLC
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
Additional Information
Please view our website at www.timberchase.net
More Advisors
- James Moore, CFPTimberchase Financial, LLC
- Sarah Cobb, CFPPark Place Capital Corporation
- Susan Copeland, CFPHippocratic Financial Advisors
- William Aycock, CFAPark Place Capital Corporation
- Braxton Wade, ChFCState Farm Investment Management CORP.
- James Chapman, CFPAragon Capital, LLC