Louise Bryant is a CFP-designated registered investment advisor at Financial Spyglass®, based in Rye, NY, with 9 years of industry experience. Louise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 6 clients with $8.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Spyglass offers investment advisory services through third-party money managers. Financial Spyglass assists clients with determining their investment objectives and risk tolerances, including other goals and selecting an appropriate allocation model, managed by the Outside Manager. The fees for the third-party money managers are separate from Financial Spyglass's planning fee.
Contact
Louise Bryant
Location
80 Theodore Fremd Ave, Rye, NY, 10580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Spyglass®
Previous Registrations
Financial Spyglass®
Financial Advocates Investment Management
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.
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Additional Information
As a client ofFinancial Spyglass®, a selective, independent, fee-only comprehensive financial planning firm founded by Louise Bryant, CFP® MBA totransform futures with a proven approach, you will