Bryan Ellis
Second Mountain Financial · Redondo Beach, California
Bryan Ellis is a fee-only financial advisor at Second Mountain Financial in Redondo Beach, California. Bryan charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year).
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Facts
| Firm | Second Mountain Financial |
|---|---|
| Based in | Redondo Beach, California |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year |
| Assets under management | $37.4M across 70 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5739700 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | secondmountainfinancial.com |
| Profile |
How Bryan's firm compares
- Ongoing planning starts at $5,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Second Mountain Financial's average account is about $535,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Bryan
Is Bryan Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Second Mountain Financial 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 flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Bryan charge?
According to Second Mountain Financial's website, checked October 30, 2026: ongoing planning from $5,000 a year.
Where is Bryan Ellis based?
Bryan Ellis is based in Redondo Beach, California.
Is Bryan Ellis registered with the SEC?
Yes. Bryan Ellis is registered as an investment adviser representative in CA and TX (CRD 5739700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Second Mountain Financial manage?
Second Mountain Financial reports $37.4M across 70 accounts in assets under management.
How do I contact Bryan Ellis?
Through Bryan's website, secondmountainfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Redondo Beach
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
- Second Mountain Financial 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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