Bryan Bourgeois
Kibbel Financial Planning · Austin, Texas
Bryan Bourgeois is a fee-only financial advisor at Kibbel Financial Planning in Austin, Texas. Bryan charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $3,000 and $250 an hour).
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Who they serve
- Early-career professionals
Facts
| Firm | Kibbel Financial Planning |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $3,000 · $250 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $21M across 186 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4691362 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kibbelfinancialplanning.com |
Request an introduction to Bryan
Tell Bryan a little about what you're looking for. Bryan 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 Bryan
Is Bryan Bourgeois a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Kibbel Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Bryan charge?
According to Kibbel Financial Planning's website, checked October 30, 2026: one-time plans from $3,000; $250 an hour; 1% a year on the first tier of assets managed.
Where is Bryan Bourgeois based?
Bryan Bourgeois is based in Austin, Texas.
Is Bryan Bourgeois registered with the SEC?
Yes. Bryan Bourgeois is registered as an investment adviser representative in TX (CRD 4691362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kibbel Financial Planning manage?
Kibbel Financial Planning reports $21M across 186 accounts in assets under management.
How do I contact Bryan Bourgeois?
Through Bryan's website, www.kibbelfinancialplanning.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
- Kibbel Financial Planning 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.
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