Bryon Brooks is a registered investment advisor at Adaptive Advisory, LLC, based in Olathe, KS, with 11 years of industry experience. Bryon 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, High Net Worth, and 4 more. Their firm serves 16 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $1.0M | 0.95% |
| $1M+ | 0.85% |
Fees are generally non-negotiable. Minimum annual fee of $396 applies.
Fee Estimator
Location
Olathe, KS
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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 Activities
Bryon is an operations consultant for small businesses since 2021, helping them with operations and risk management. He spends about 10-20% of his time on this activity, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Adaptive Advisory, 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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