# Erik Bryan

> Erik Bryan is a fee-only financial advisor at OxenFree Financial in Melbourne, Florida. Erik charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/erik-bryan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OxenFree Financial
- **Based in:** Melbourne, Florida
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $249.8M across 1,983 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8047308 (https://adviserinfo.sec.gov/individual/summary/8047308)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2025), Series 66 (2025)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.oxenfreefinancial.com

## Frequently asked questions

### Is Erik Bryan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and OxenFree Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erik charge for financial advice?

Erik charges a percentage of assets.

### Where is Erik Bryan based?

Erik Bryan is based in Melbourne, Florida.

### What does Erik specialize in?

Erik's specialties include retirement planning. Erik works with retirees and pre-retirees.

### Is Erik Bryan registered with the SEC?

Yes. Erik Bryan is registered as an investment adviser representative in FL (CRD 8047308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OxenFree Financial manage?

OxenFree Financial reports $249.8M across 1,983 accounts in assets under management.

### How do I contact Erik Bryan?

Through Erik's website, www.oxenfreefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8047308): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://oxenfreefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.