Bryan Ruiz
Harmonized Finance · Atlanta, Georgia
Bryan Ruiz is a fee-only financial advisor at Harmonized Finance in Atlanta, Georgia, who holds the CFP credential. Harmonized Finance reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Harmonized Finance |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7644603 |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Bryan
Is Bryan Ruiz a fee-only financial advisor?
Yes. Bryan Ruiz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bryan's firm.
How does Bryan charge for financial advice?
Bryan's firm, Harmonized Finance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bryan Ruiz based?
Bryan Ruiz is based in Atlanta, Georgia.
What credentials does Bryan Ruiz hold?
Bryan Ruiz holds the CFP credential.
Is Bryan Ruiz registered with the SEC?
Yes. Bryan Ruiz is registered as an investment adviser representative in GA (CRD 7644603), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Bryan Ruiz?
Contact details aren't on file yet. Search for Harmonized Finance.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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