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Bryan Giron

12 Years of Experience
Albuquerque, NM

Bryan Giron is a registered investment advisor at Redw Wealth LLC, based in Albuquerque, NM, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 403 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
403 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$869.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees typically range from 0.5% to 1.75% of assets under management depending on account size, complexity, and scope of services. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113

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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
Redw Wealth LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Better Money Decisions
September 2015 - August 2023 · 7 yrs 11 mos
Portfolio Asset Management
August 2011 - August 2013 · 2 yrs
State Registrations1 state
NM
Advisor

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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