Jeremy Bryan
IndiWealth · Maple Grove, Minnesota
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.
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Specialties
Facts
| Firm | IndiWealth |
|---|---|
| Based in | Maple Grove, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.8M across 9 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 4266823 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | indiwealthmanagement.com |
| Profile |
How Jeremy's firm compares
- IndiWealth's average account is about $203,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maple Grove
Other advisors in Minnesota who focus on estate & legacy planning
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
- IndiWealth 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.
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