Bryan Courchesne
DAiM · Palm Beach Gardens, Florida
Bryan Courchesne is a fee-only financial advisor at DAiM in Palm Beach Gardens, Florida. Bryan focuses on crypto & digital assets, estate & legacy planning and tax planning. DAiM reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | DAiM |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $80M across 255 accounts |
| SEC registration | Investment adviser representative in CA, FL, MA, NJ, OR, PA · CRD 5760949 |
| Exams passed | Series 63 (2010) · Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.daim.io |
| Profile |
How Bryan's firm compares
- DAiM's average account is about $314,000, from its Form ADV (assets managed divided by 255 accounts).
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Questions about Bryan
Is Bryan Courchesne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and DAiM 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, DAiM, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Bryan Courchesne based?
Bryan Courchesne is based in Palm Beach Gardens, Florida.
What does Bryan specialize in?
Bryan's specialties include crypto & digital assets, estate & legacy planning, tax planning and retirement planning. Bryan works with founders.
Is Bryan Courchesne registered with the SEC?
Yes. Bryan Courchesne is registered as an investment adviser representative in CA, FL, MA, NJ, OR and PA (CRD 5760949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DAiM manage?
DAiM reports $80M across 255 accounts in assets under management.
How do I contact Bryan Courchesne?
Through Bryan's website, www.daim.io.
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
- DAiM 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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