Bryan Oglesby is a CFP-designated registered investment advisor at Wealth Intelligence, LLC, based in Columbus, GA, with 19 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 228 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee will not exceed 2.00% per year under the standard schedule. Fees are negotiable.
Fee Estimator
Location
2900 Warm Springs Rd, Columbus, GA, 30295
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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.
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Bryan owns and manages Granjas Oglesby LLC DBA Oglesby Farms, dedicating about 10-20% of his time to maintaining a cattle herd. He also owns LC Oglesby Holdings, LLC, a personal real estate holding company, which requires minimal time, and is a passive investor in Directional Properties South, LLC dba Strait Lake, and a board member of Pike County Industrial Development Authority.
Employment History
Current Registrations
Wealth Intelligence, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Edward Jones
Edward JonesBroker
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
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