Bryan Powell
Bryan Powell is a registered investment advisor at Stability Partners Advisory Group, LLC, based in Spring, TX, with 14 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 195 clients with $140M 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 | 1.50% |
Fees vary by investment strategy ranging from 1.00% to 1.65% annually. The primary Strategic and Allocation portfolios are 1.50%.
Fee Estimator
Location
9070 Gleannloch Forest Drive, Suite 400, Spring, TX, 77379
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 is a managing partner at Stability Partners, selling insurance and earning commission, dedicating nearly full-time hours to this role since 2010. He also owns Stability Partners Property Management, Inc., spending minimal time on property management since 2016.
Employment History
Current Registrations
Stability Partners Advisory Group, LLC
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
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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