Brad Bryan is a registered investment advisor at Plan a Wealth, LLC, based in Lincoln, NE, with 5 years of industry experience. Brad 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 4 more. Their firm serves 580 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan A Wealth offers several investment management options:
- Asset Management: A portfolio is created using various securities tailored to the client's needs. The maximum annual fee is 1.50%, billed quarterly in advance.
- Comprehensive Portfolio Management: Includes asset management and financial planning. The maximum annual fee is 1.50%, billed quarterly in advance.
- Subscription Model: A portfolio consisting of ETFs is recommended. The fee is $49.99 per month, charged in advance.
Fees are negotiable and deducted from client accounts. Clients receive statements from their custodian.
Location
7221 Plaza Court, Lincoln, NE, 68516
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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
Brad is involved with Rotary as a finance committee member, Brigata as a coach, Beachbody as an independent fitness coach, and Convene as an advisory board chair. These activities are not investment-related.
Employment History
Current Registrations
Plan a Wealth, LLC
State Registrations1 state
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