Bryan Brumley
Bryan Brumley is a CFP-designated registered investment advisor at Cooper Mcmanus, based in White Salmon, WA, with 17 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee for asset management will not exceed 2.00% (or up to 2.25% for the WealthPort Wrap Program). Fees are negotiable.
Fee Estimator
Location
107 W Jewett Blvd. Ste 100, White Salmon, WA, 98672
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 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
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Financial West GroupBroker
Financial West Group
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.
Exams
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