# Bryan Moylan

> Bryan Moylan is a fee-only financial advisor at Traverse Private Wealth in Radnor, Pennsylvania, who holds the CFP credential. Bryan focuses on retirement planning, estate & legacy planning and divorce financial planning. Traverse Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Traverse Private Wealth
- **Based in:** Radnor, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $28.9M across 88 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Divorce financial planning, Tax planning
- **CRD:** 4851231 (https://adviserinfo.sec.gov/individual/summary/4851231)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2004), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.traversepw.com

## Frequently asked questions

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

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

### Where is Bryan Moylan based?

Bryan Moylan is based in Radnor, Pennsylvania.

### What does Bryan specialize in?

Bryan's specialties include retirement planning, estate & legacy planning, divorce financial planning and tax planning.

### What credentials does Bryan Moylan hold?

Bryan Moylan holds the CFP credential.

### Is Bryan Moylan registered with the SEC?

Yes. Bryan Moylan is registered as an investment adviser representative in PA (CRD 4851231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Traverse Private Wealth manage?

Traverse Private Wealth reports $28.9M across 88 accounts in assets under management.

### How do I contact Bryan Moylan?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4851231): 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.traversepw.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.