Bryan Foronjy
Bryan Foronjy is a CFP-designated registered investment advisor at Foronjy Financial, based in Santa Barbara, CA, with 18 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 187 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 $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
401 Chapala Street, Suite 105, Santa Barbara, CA, 93101
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 licensed insurance agent.
Employment History
Current Registrations
Foronjy Financial
Previous Registrations
LPL Financial LLC
Mariner Independent
Strategic Wealth Advisors Group
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
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.