Bryce Brennan
PSI Capital Management · Lancaster, Pennsylvania
Bryce Brennan is a fee-only financial advisor at PSI Capital Management in Lancaster, Pennsylvania, who holds the CFP credential. PSI Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Bryce →
Facts
| Firm | PSI Capital Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $384.8M across 1,414 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7648245 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.visitpsionline.com |
How Bryce's firm compares
- PSI Capital Management's average account is about $272,000, from its Form ADV (assets managed divided by 1,414 accounts).
Request an introduction to Bryce
Tell Bryce a little about what you're looking for. Bryce 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.
Questions about Bryce
Is Bryce Brennan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryce holds no broker registration, and PSI Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryce charge for financial advice?
Bryce's firm, PSI Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryce Brennan based?
Bryce Brennan is based in Lancaster, Pennsylvania.
What credentials does Bryce Brennan hold?
Bryce Brennan holds the CFP credential.
Is Bryce Brennan registered with the SEC?
Yes. Bryce Brennan is registered as an investment adviser representative in PA (CRD 7648245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PSI Capital Management manage?
PSI Capital Management reports $384.8M across 1,414 accounts in assets under management.
How do I contact Bryce Brennan?
Through Bryce's website, www.visitpsionline.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.
See something wrong? Request a correction. Read our methodology.