Bryan Duckett
Duckett Wealth Management · Irvine, California
Bryan Duckett is a fee-only financial advisor at Duckett Wealth Management in Irvine, California. Duckett Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Duckett Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $53.6M across 112 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3243688 |
| Exams passed | Series 66 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.duckettwealthmanagement.com |
| Profile |
How Bryan's firm compares
- Duckett Wealth Management's average account is about $478,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Bryan
Is Bryan Duckett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Duckett Wealth Management 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, Duckett Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bryan Duckett based?
Bryan Duckett is based in Irvine, California.
Is Bryan Duckett registered with the SEC?
Yes. Bryan Duckett is registered as an investment adviser representative in CA (CRD 3243688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Duckett Wealth Management manage?
Duckett Wealth Management reports $53.6M across 112 accounts in assets under management.
How do I contact Bryan Duckett?
Through Bryan's website, www.duckettwealthmanagement.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
- 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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