Bryan Wisda
Almega Wealth Management LLC · Scottsdale, Arizona
Bryan Wisda is a fee-only financial advisor at Almega Wealth Management LLC in Scottsdale, Arizona, who holds the CFP credential.
- $134M
- Firm assets managed
- $175,000
- Firm's average account
- 2001
- First securities exam
What Bryan focuses on
How does Bryan's firm compare?
-
Almega Wealth Management LLC's average account is about $175,000, from its Form ADV (assets managed divided by 767 accounts).
Questions about Bryan
Is Bryan Wisda a fee-only financial advisor?
Yes. Bryan Wisda 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 Wisda charge for financial advice?
Bryan Wisda charges a percentage of assets and hourly fees.
Where is Bryan Wisda based?
Bryan Wisda is based in Scottsdale, Arizona.
What does Bryan Wisda specialize in?
Bryan Wisda's specialties include tax planning.
What credentials does Bryan Wisda hold?
Bryan Wisda holds the CFP credential.
Is Bryan Wisda registered with the SEC?
Yes. Bryan Wisda is registered as an investment adviser representative in AZ, FL, IN, KY, NC, TX and VA (CRD 4347213), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Almega Wealth Management LLC manage?
Almega Wealth Management LLC reports $134.3M across 767 accounts in assets under management.
How do I contact Bryan Wisda?
Through Bryan Wisda's website, almega-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Almega Wealth Management LLC |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $134.3M across 767 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, FL, IN, KY, NC, TX, VA · CRD 4347213 |
| Exams passed | Series 66 (2001) · Series 63 (2001) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | almega-wealth.com |
| Profile |
Request an introduction to Bryan
Tell Bryan a little about what you're looking for. Bryan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Scottsdale
Other advisors in Arizona who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Almega Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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.
See something wrong? Request a correction. Read our methodology.