Bryan Brumley is a CFP-designated registered investment advisor at Cooper Mcmanus, based in Irvine, CA, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
9870 Research Drive, Irvine, CA, 92618
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan owns Fair Planet Advisors, dedicating nearly full-time hours to the business and trading activities. He is also an independent insurance agent for various companies through Bryan Brumley, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Financial West Group
Financial West GroupBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.