Bryan Totri
ST. John & Associates · Roswell, Georgia
Bryan Totri is a fee-only financial advisor at ST. John & Associates in Roswell, Georgia, who holds the CFP credential. ST. John & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | ST. John & Associates |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $128.4M across 666 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 2166602 |
| Exams passed | Series 63 (1991) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.stjohnfinancial.com |
How Bryan's firm compares
- ST. John & Associates's average account is about $193,000, from its Form ADV (assets managed divided by 666 accounts).
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Questions about Bryan
Is Bryan Totri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and ST. John & Associates 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, ST. John & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bryan Totri based?
Bryan Totri is based in Roswell, Georgia.
What credentials does Bryan Totri hold?
Bryan Totri holds the CFP credential.
Is Bryan Totri registered with the SEC?
Yes. Bryan Totri is registered as an investment adviser representative in FL and GA (CRD 2166602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ST. John & Associates manage?
ST. John & Associates reports $128.4M across 666 accounts in assets under management.
How do I contact Bryan Totri?
Through Bryan's website, www.stjohnfinancial.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
- 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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