# Bryan Koslow

> Bryan Koslow is a fee-only financial advisor at Clarus Group in New York, New York, who holds the CFP credential. Bryan focuses on retirement planning, estate & legacy planning and tax planning. Clarus Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bryan-koslow/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clarus Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $158.0M across 561 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 5096391 (https://adviserinfo.sec.gov/individual/summary/5096391)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 63 (2010), Series 65 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.clarusfinancial.com

## Frequently asked questions

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

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

### Where is Bryan Koslow based?

Bryan Koslow is based in New York, New York.

### What does Bryan specialize in?

Bryan's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Bryan Koslow hold?

Bryan Koslow holds the CFP credential.

### Is Bryan Koslow registered with the SEC?

Yes. Bryan Koslow is registered as an investment adviser representative in NJ and NY (CRD 5096391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clarus Group manage?

Clarus Group reports $158.0M across 561 accounts in assets under management.

### How do I contact Bryan Koslow?

Through Bryan's website, www.clarusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5096391): 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
- The firm's website (https://www.clarusfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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