Bryan Klein
Klein Wealth Management · Saint Johns, Florida
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.
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Facts
| Firm | Klein Wealth Management |
|---|---|
| Based in | Saint Johns, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.8M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4484689 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Bryan's firm compares
- Klein Wealth Management's average account is about $236,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Bryan
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.
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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