# Bryan Klein

> Bryan Klein is a fee-only financial advisor at Klein Wealth Management in Saint Johns, Florida, who holds the CFP credential. Klein Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bryan-klein/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Klein Wealth Management
- **Based in:** Saint Johns, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $16.8M across 71 accounts
- **Credentials:** CFP
- **CRD:** 4484689 (https://adviserinfo.sec.gov/individual/summary/4484689)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

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

### Where is Bryan Klein based?

Bryan Klein is based in Saint Johns, Florida.

### What credentials does Bryan Klein hold?

Bryan Klein holds the CFP credential.

### Is Bryan Klein registered with the SEC?

Yes. Bryan Klein is registered as an investment adviser representative in FL (CRD 4484689), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Klein Wealth Management manage?

Klein Wealth Management reports $16.8M across 71 accounts in assets under management.

### How do I contact Bryan Klein?

Contact details aren't on file yet. Search for Klein Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4484689): 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

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