Financial Services

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Bryant Financial Advisory offers an assortment of services to meet your financial needs and goals. We will work with you to achieve your financial independence and prepare for the future.

  • Asset Protection and Risk Management
  • Cash Flow Management
  • Client Education
  • Financial Goal Setting
  • Risk Analysis and Insurance Planning
  • Investment Planning and Management
  • Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Additional Services


Fee Schedule

Assets under management
  • On first $1,000,000, fee of 1%
  • On next $1,000,000, fee of .60%
  • On amounts over $2,000,000, fee of .50%
  • On amounts over $5,000,000, fee of .35%

Minimum annual retainer for wealth management services – $5,000

Financial planning services– Determined in advance based on scope