Bryan Koslow
Clarus Group · New York, New York
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.
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Specialties
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 | $158.0M across 561 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY · CRD 5096391 |
| Exams passed | Series 63 (2010) · Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clarusfinancial.com |
| Profile |
How Bryan's firm compares
- Clarus Group's average account is about $282,000, from its Form ADV (assets managed divided by 561 accounts).
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Questions about Bryan
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.
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
- Clarus Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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