# Bryan Gould

> Bryan Gould is a fee-only financial advisor at Ultra Advisory Group in Irvine, California. Bryan focuses on family wealth transfer. Ultra Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bryan-gould/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ultra Advisory Group
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $142.6M across 302 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5300032 (https://adviserinfo.sec.gov/individual/summary/5300032)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.ultraadvisorygroup.com

## Frequently asked questions

### Is Bryan Gould a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Ultra Advisory 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, Ultra Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Bryan Gould based?

Bryan Gould is based in Irvine, California.

### What does Bryan specialize in?

Bryan's specialties include family wealth transfer. Bryan works with multi-generational families.

### Is Bryan Gould registered with the SEC?

Yes. Bryan Gould is registered as an investment adviser representative in CA and TX (CRD 5300032), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ultra Advisory Group manage?

Ultra Advisory Group reports $142.6M across 302 accounts in assets under management.

### How do I contact Bryan Gould?

Through Bryan's website, www.ultraadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5300032): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ultraadvisorygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.