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CFP

Bryan Vaughn

Robert W. Baird & CO. Incorporated
20 Years of Experience
Fort Worth, TX
Broker
View SEC Summary
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Bryan Vaughn is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, with 20 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

550 Bailey Avenue, Suite 700, Fort Worth, TX, 76107

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2026 - Present · 7 mos
Robert W. Baird & CO. Incorporated
March 2026 - Present · 7 mos
Robert W. Baird & CO. IncorporatedBroker
March 2026 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2006 - March 2026 · 19 yrs 10 mos
Ameriprise Financial Services, LLCBroker
May 2006 - March 2026 · 19 yrs 10 mos
State Registrations21 states
ARAZCACODCFLGAIALAMDMIMNMSNCNJNMNVNYSCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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