# Alan Broderick

> Alan Broderick is a fee-only financial advisor at Bay Rivers Group Wealth Partners in Williamsburg, Virginia, who holds the CFP credential. Bay Rivers Group Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alan-broderick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bay Rivers Group Wealth Partners
- **Based in:** Williamsburg, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $326.2M across 913 accounts
- **Credentials:** CFP
- **CRD:** 4221869 (https://adviserinfo.sec.gov/individual/summary/4221869)
- **SEC registration:** Investment adviser representative in NY, TX, VA
- **Exams passed:** Series 66 (2002)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.bayriversgroup.com

## Frequently asked questions

### Is Alan Broderick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Bay Rivers Group Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alan charge for financial advice?

Alan's firm, Bay Rivers Group Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alan Broderick based?

Alan Broderick is based in Williamsburg, Virginia.

### What credentials does Alan Broderick hold?

Alan Broderick holds the CFP credential.

### Is Alan Broderick registered with the SEC?

Yes. Alan Broderick is registered as an investment adviser representative in NY, TX and VA (CRD 4221869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bay Rivers Group Wealth Partners manage?

Bay Rivers Group Wealth Partners reports $326.2M across 913 accounts in assets under management.

### How do I contact Alan Broderick?

Through Alan's website, www.bayriversgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4221869): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bayriversgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.