Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
773 clients
Average Client Portfolio
$606K average
Assets Under Management
$468.3M

Fee Structure

Loading...

Location

475 N Bridge St, #201, Bridgewater, NJ, 08807

Get directions

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.

Learn about disclosures →
Other Business Activities

Bryan is a self-employed partner in a CPA firm that provides tax preparation services for individuals and entities.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
March 2023 - Present · 2 yrs 11 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.
Bryan Kaufman - Financial Advisor | TrueAdvisor