Bryan Glancy
Spinnaker Financial Group · Independence, Ohio
Bryan Glancy is a fee-only financial advisor at Spinnaker Financial Group in Independence, Ohio, who holds the CFP credential. Bryan focuses on retirement planning, estate & legacy planning and tax planning. Spinnaker Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Spinnaker Financial Group |
|---|---|
| Based in | Independence, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $59.4M across 213 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4425814 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.spinnakerfinancialgroup.com |
How Bryan's firm compares
- Spinnaker Financial Group's average account is about $279,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Bryan
Is Bryan Glancy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Spinnaker Financial Group 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, Spinnaker Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bryan Glancy based?
Bryan Glancy is based in Independence, Ohio.
What does Bryan specialize in?
Bryan's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Bryan Glancy hold?
Bryan Glancy holds the CFP credential.
Is Bryan Glancy registered with the SEC?
Yes. Bryan Glancy is registered as an investment adviser representative in OH and TX (CRD 4425814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spinnaker Financial Group manage?
Spinnaker Financial Group reports $59.4M across 213 accounts in assets under management.
How do I contact Bryan Glancy?
Through Bryan's website, www.spinnakerfinancialgroup.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
- Spinnaker Financial Group 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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