Bryan Mcdermott
Bryan Mcdermott is a registered investment advisor at Financial Planning for Generations, INC., based in Encino, CA, with 12 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 120 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Planning for Generations offers financial plans priced according to the complexity of the client's situation. After the plan is delivered, follow-on implementation work is billed at an hourly rate of $275 to $550 per hour, depending on the assigned planner.
Location
15760 Ventura Blvd, Suite 840, Encino, CA, 91436
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 Activities
Bryan is a member of Magnus Care, LLC, a company providing in-home care services to seniors, which he founded in 2017. While he was actively involved until 2021, he has not been involved in operations since 2022 and holds no title or position.