Bryan Gould
Ultra Advisory Group · Irvine, California
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Ultra Advisory Group |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $142.6M across 302 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5300032 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ultraadvisorygroup.com |
| Profile |
How Bryan's firm compares
- Ultra Advisory Group's average account is about $472,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Bryan
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.
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
- Ultra Advisory 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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