# Nancy Bryant

> Nancy Bryant is a fee-only financial advisor at Bryant Financial Advisory in Baltimore, Maryland, who holds the CFP credential. Nancy charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning.

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

## Facts

- **Firm:** Bryant Financial Advisory
- **Based in:** Baltimore, Maryland
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $86.7M across 95 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 1216795 (https://adviserinfo.sec.gov/individual/summary/1216795)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1984)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.bryantfinancialadvisory.com

## Frequently asked questions

### Is Nancy Bryant a fee-only financial advisor?

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

### How does Nancy charge for financial advice?

Nancy charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Nancy charge?

According to Bryant Financial Advisory's website, checked October 30, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed.

### Where is Nancy Bryant based?

Nancy Bryant is based in Baltimore, Maryland.

### What does Nancy specialize in?

Nancy's specialties include retirement planning.

### What credentials does Nancy Bryant hold?

Nancy Bryant holds the CFP credential.

### Is Nancy Bryant registered with the SEC?

Yes. Nancy Bryant is registered as an investment adviser representative in MD (CRD 1216795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bryant Financial Advisory manage?

Bryant Financial Advisory reports $86.7M across 95 accounts in assets under management.

### How do I contact Nancy Bryant?

Through Nancy's website, www.bryantfinancialadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1216795): 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://bryantfinancialadvisory.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.