Bryan Curry
Bridge The Gap Retirement Planners LLC · Phoenix, Arizona
Bryan Curry is a fee-only financial advisor at Bridge The Gap Retirement Planners LLC in Phoenix, Arizona, who holds the CFP credential.
- $49M
- Firm assets managed
- $393,000
- Firm's average account
- 2014
- First securities exam
What Bryan focuses on
Who Bryan works with
- Retirees
- Pre-retirees
How does Bryan's firm compare?
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Bridge The Gap Retirement Planners LLC's average account is about $393,000, from its Form ADV (assets managed divided by 125 accounts).
Questions about Bryan
Is Bryan Curry a fee-only financial advisor?
Yes. Bryan Curry is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bryan's firm.
How does Bryan Curry charge for financial advice?
Bryan Curry charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Bryan Curry charge?
According to Bridge The Gap Retirement Planners LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Bryan Curry based?
Bryan Curry is based in Phoenix, Arizona.
What does Bryan Curry specialize in?
Bryan Curry's specialties include retirement planning and tax planning. Bryan works with retirees and pre-retirees.
What credentials does Bryan Curry hold?
Bryan Curry holds the CFP credential.
Is Bryan Curry registered with the SEC?
Yes. Bryan Curry is registered as an investment adviser representative in AZ and CA (CRD 6276939), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bridge The Gap Retirement Planners LLC manage?
Bridge The Gap Retirement Planners LLC reports $49.1M across 125 accounts in assets under management.
How do I contact Bryan Curry?
Through Bryan Curry's website, btgretirementplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Bridge The Gap Retirement Planners LLC |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $49.1M across 125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 6276939 |
| Exams passed | Series 63 (2014) · Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | btgretirementplanners.com |
| Profile |
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Other fee-only advisors in Phoenix
Other advisors in Arizona who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Bridge The Gap Retirement Planners LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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