George Bryant
Apogee Wealth Partners · Chattanooga, Tennessee
George Bryant is a fee-only financial advisor at Apogee Wealth Partners in Chattanooga, Tennessee, who holds the CFP credential. Apogee Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to George →
Facts
| Firm | Apogee Wealth Partners |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $93.8M across 276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, FL, GA, NC, TN, TX · CRD 1860625 |
| Exams passed | Series 63 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.apogeewp.com |
How George's firm compares
- Apogee Wealth Partners's average account is about $340,000, from its Form ADV (assets managed divided by 276 accounts).
Request an introduction to George
Tell George a little about what you're looking for. George 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 George
Is George Bryant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Apogee Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Apogee Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Bryant based?
George Bryant is based in Chattanooga, Tennessee.
What credentials does George Bryant hold?
George Bryant holds the CFP credential.
Is George Bryant registered with the SEC?
Yes. George Bryant is registered as an investment adviser representative in AL, FL, GA, NC, TN and TX (CRD 1860625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apogee Wealth Partners manage?
Apogee Wealth Partners reports $93.8M across 276 accounts in assets under management.
How do I contact George Bryant?
Through George's website, www.apogeewp.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
- Apogee Wealth Partners 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.
See something wrong? Request a correction. Read our methodology.