Bryan Burris
Sandlot Private Wealth · Orem, Utah
Bryan Burris is a fee-only financial advisor at Sandlot Private Wealth in Orem, Utah, who holds the CFP credential. Sandlot Private Wealth reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Sandlot Private Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $305K across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX, UT · CRD 1279296 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sandlotwealth.com |
How Bryan's firm compares
- Sandlot Private Wealth's average account is about $15,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Bryan
Is Bryan Burris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Sandlot Private Wealth 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's firm, Sandlot Private Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Bryan Burris based?
Bryan Burris is based in Orem, Utah.
What credentials does Bryan Burris hold?
Bryan Burris holds the CFP credential.
Is Bryan Burris registered with the SEC?
Yes. Bryan Burris is registered as an investment adviser representative in CO, TX and UT (CRD 1279296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sandlot Private Wealth manage?
Sandlot Private Wealth reports $305K across 21 accounts in assets under management.
How do I contact Bryan Burris?
Through Bryan's website, sandlotwealth.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
- Sandlot Private Wealth 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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