Bryan Theall
Shared Vision Wealth Group · Carlsbad, California
Bryan Theall is a fee-only financial advisor at Shared Vision Wealth Group in Carlsbad, California, who holds the CFP credential. Bryan focuses on tax planning, estate & legacy planning and retirement planning. Shared Vision Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Shared Vision Wealth Group |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.9M across 622 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, VA · CRD 5164732 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sharedvisionwealth.com |
| Profile |
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Questions about Bryan
Is Bryan Theall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Shared Vision Wealth 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, Shared Vision Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Theall based?
Bryan Theall is based in Carlsbad, California.
What does Bryan specialize in?
Bryan's specialties include tax planning, estate & legacy planning, retirement planning, family wealth transfer and equity compensation. Bryan works with executives, retirees, multi-generational families and mid-life transitions.
What credentials does Bryan Theall hold?
Bryan Theall holds the CFP credential.
Is Bryan Theall registered with the SEC?
Yes. Bryan Theall is registered as an investment adviser representative in CA, TX and VA (CRD 5164732), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shared Vision Wealth Group manage?
Shared Vision Wealth Group reports $335.9M across 622 accounts in assets under management.
How do I contact Bryan Theall?
Through Bryan's website, www.sharedvisionwealth.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
- Shared Vision Wealth 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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