Mickey Bryan is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Austin, TX, with 18 years of industry experience. Mickey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.
Fee Estimator
Location
248 Addie Roy Road, Suite C-103, Austin, TX, 78746
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 →Employment History
Current Registrations
Kintra Wealth, LLC
Previous Registrations
Rembrandt Financial Group LLC
LPL Financial LLC
LPL Financial LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Ing Financial Partners, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
More Advisors
- Daniel Tapia, CFPKintra Wealth, LLC
- Carlos Lowenberg, ChFCMasterpiece Capital, LLC
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Charles Murphy, CFALiberty Park Capital Management, LLC
- Dennis Chamberlain, CFP
- Paul Lueb, CFPMaslow Wealth Advisors