Bryan Jepson
Targeted Wealth Solutions · Colorado Springs, Colorado
Bryan Jepson is a fee-only financial advisor at Targeted Wealth Solutions in Colorado Springs, Colorado. Targeted Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Targeted Wealth Solutions |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $71.7M across 280 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7704092 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.targetedwealthsolutions.com |
How Bryan's firm compares
- Targeted Wealth Solutions's average account is about $256,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Bryan
Is Bryan Jepson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Targeted Wealth Solutions 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, Targeted Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Jepson based?
Bryan Jepson is based in Colorado Springs, Colorado.
Is Bryan Jepson registered with the SEC?
Yes. Bryan Jepson is registered as an investment adviser representative in CO (CRD 7704092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Targeted Wealth Solutions manage?
Targeted Wealth Solutions reports $71.7M across 280 accounts in assets under management.
How do I contact Bryan Jepson?
Through Bryan's website, www.targetedwealthsolutions.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
- 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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