# Bryan Gum > Bryan Gum is a fee-only financial advisor at Lighthouse Planning in Lenexa, Kansas, who holds the CFP and RLP credentials. Bryan charges a mix of fees (planning fees from $10,000 a year and 0% a year on the first $1 million of assets managed) and focuses on founders (pre-exit), flat-fee planning and retirement planning. Page: https://find.wellspent.co/advisors/bryan-gum/ Profile maintained by Bryan; last updated November 7, 2026. ## Facts - **Title:** Founder & Financial Life Planner - **Firm:** Lighthouse Planning - **Based in:** Lenexa, Kansas - **Also serves:** California, Texas, Austin, TX, Phoenix, AZ, Arizona, New York, Illinois, Washington, Washington, DC, Oregon - **Works virtually:** Yes - **Fee model:** Mixed (fee-only) - **Engagement:** Flat fee $10,000/yr minimum • no asset minimum - **Fees:** planning fees from $10,000 a year; 0% a year on the first $1 million of assets managed - **Years practicing:** 12 - **Credentials:** CFP, RLP - **Specialties:** Founders (pre-exit), Flat-fee planning, Retirement planning, Small business owners - **Works with:** Founders, Mid-life transitions, HENRY (High Earners, Not Rich Yet), High earners - **CRD:** 6517530 (https://adviserinfo.sec.gov/individual/summary/6517530) - **Website:** https://lighthouseplanning.com ## Who Bryan works best with You’ve built something you’re proud of, and you may genuinely love your work. You’re also starting to wonder how much of your life you want it to occupy. I work with founders, business owners, professional athletes as well as high-earning professionals, who want help understanding what their financial position makes possible. That might mean hiring someone so you can step back, taking an extended trip, or deciding how much is enough. You want someone who can work through the financial details with you and take your hopes for your life seriously. ## Background I spent years building a career I was proud of, assuming the hard work would eventually give me more freedom. As that career grew, I started questioning whether I actually wanted the life that came with it. I left the firm I’d been at for a decade to start Lighthouse Planning in 2025, and it was my own way of answering that question. It’s why I begin with what matters most to the person sitting across from me. Good financial advice should help you make meaningful choices about your life, with the financial clarity to follow through. On the technical side, I’ve been serving clients since 2014, a CFP Professional since 2018 and a Registered Life Planner since 2025. I blend my life planning expertise with comprehensive financial planning and evidence based wealth management. ## Frequently asked questions ### Is Bryan Gum a fee-only financial advisor? Yes. Bryan Gum is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records checked November 7, 2026 show no broker registration and no commission compensation reported by the firm. ### How does Bryan Gum charge for financial advice? Bryan Gum charges a mix of fees. Engagement: Flat fee $10,000/yr minimum • no asset minimum. ### How much does Bryan Gum charge? Bryan Gum's stated fees: Planning fees from $10,000 a year; 0% a year on the first $1 million of assets managed. Fees are set by the advisor and can depend on the engagement. ### Where is Bryan Gum based? Bryan Gum is based in Lenexa, Kansas. Bryan also serves clients in California, Texas, Austin, TX, Phoenix, AZ, Arizona, New York, Illinois, Washington, Washington, DC and Oregon. Bryan works with clients virtually. ### What does Bryan Gum specialize in? Bryan Gum's specialties include founders (pre-exit), flat-fee planning, retirement planning and small business owners. Bryan works with founders, mid-life transitions, HENRY (High Earners, Not Rich Yet) and high earners. ### Who is Bryan Gum's ideal client? You’ve built something you’re proud of, and you may genuinely love your work. You’re also starting to wonder how much of your life you want it to occupy. I work with founders, business owners, professional athletes as well as high-earning professionals, who want help understanding what their financial position makes possible. That might mean hiring someone so you can step back, taking an extended trip, or deciding how much is enough. You want someone who can work through the financial details with you and take your hopes for your life seriously. ### What credentials does Bryan Gum hold? Bryan Gum holds the CFP and RLP credentials. ### How long has Bryan Gum been a financial advisor? Bryan Gum has been practicing for 12 years. ### Is Bryan Gum registered with the SEC? Yes. Bryan Gum is a registered investment adviser representative (CRD 6517530), per SEC Investment Adviser Public Disclosure, checked November 7, 2026. ### How do I contact Bryan Gum? Use the introduction form on Bryan Gum's Wellspent page; Bryan replies to you directly. There's no cost or obligation. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/bryan-gum-37964): XYPN members are fee-only - SEC Investment Adviser Public Disclosure: checked November 7, 2026 - Details provided by Bryan, updated November 7, 2026 ## Contact Request an introduction at https://find.wellspent.co/advisors/bryan-gum/#intro. Bryan replies directly; no cost or obligation. --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.