Alan Broderick
Bay Rivers Group Wealth Partners · Williamsburg, Virginia
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.
Request an introduction to Alan →
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 |
| Assets under management | $326.2M across 913 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX, VA · CRD 4221869 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bayriversgroup.com |
How Alan's firm compares
- Bay Rivers Group Wealth Partners's average account is about $357,000, from its Form ADV (assets managed divided by 913 accounts).
Request an introduction to Alan
Tell Alan a little about what you're looking for. Alan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Bay Rivers Group Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.