# Jeremy Bryan

> Jeremy Bryan is a fee-only financial advisor at IndiWealth in Maple Grove, Minnesota, who holds the CFA credential. Jeremy focuses on estate & legacy planning. IndiWealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** IndiWealth
- **Based in:** Maple Grove, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.8M across 9 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning
- **CRD:** 4266823 (https://adviserinfo.sec.gov/individual/summary/4266823)
- **SEC registration:** Investment adviser representative in MN, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://indiwealthmanagement.com/

## Frequently asked questions

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

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

### How does Jeremy charge for financial advice?

Jeremy's firm, IndiWealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeremy Bryan based?

Jeremy Bryan is based in Maple Grove, Minnesota.

### What does Jeremy specialize in?

Jeremy's specialties include estate & legacy planning.

### What credentials does Jeremy Bryan hold?

Jeremy Bryan holds the CFA credential.

### Is Jeremy Bryan registered with the SEC?

Yes. Jeremy Bryan is registered as an investment adviser representative in MN and TX (CRD 4266823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does IndiWealth manage?

IndiWealth reports $1.8M across 9 accounts in assets under management.

### How do I contact Jeremy Bryan?

Through Jeremy's website, indiwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4266823): 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://indiwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

---

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