Bryan Mccloskey is a registered investment advisor at Pl Wealth Advisors, LLC, based in Downingtown, PA, with 13 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 6 clients with $1.4M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
PL Wealth Advisors offers ongoing consulting and support services upon completing its initial program. The firm structures its consulting engagements as fixed-fee packages ranging from $5,000 to $15,000 or $150 per hour.
- Comprehensive Package — Includes 5 one-on-one meetings, comprehensive analysis, personalized wealth strategy, a 12-month action plan, and an annual review.
- Elite Package — Includes all Comprehensive package features plus three personal and business development consultations.
- Fixed-fee financial planning and consulting — $5,000 to $15,000 depending on the scope and complexity of services
- Hourly consulting — $150 per hour for specific questions and ongoing reviews
Location
Downingtown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan is involved with Revisionist Wealth Advisors, LLC providing financial advisory services and BMAC Financial Corporation providing marketing services, dedicating about half his time to the latter. Bryan is also the sole owner of WRPS Properties, L.L.C., a real estate holding company, spending minimal time on it.
Employment History
Current Registrations
Pl Wealth Advisors, LLC
Revisionist Wealth Advisors, LLC
Previous Registrations
Partners for Prosperity, LLC
Old Security Group
New England Securities Corporation
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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