Bryan Moylan
Traverse Private Wealth · Radnor, Pennsylvania
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.
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Specialties
Facts
| Firm | Traverse Private Wealth |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.9M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4851231 |
| Exams passed | Series 63 (2004) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.traversepw.com |
| Profile |
How Bryan's firm compares
- Traverse Private Wealth's average account is about $328,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Bryan
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.
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
- Traverse Private Wealth 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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