Nancy Bryant
Bryant Financial Advisory · Baltimore, Maryland
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.
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Specialties
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 | $86.7M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 1216795 |
| Exams passed | Series 63 (1984) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bryantfinancialadvisory.com |
| Profile |
How Nancy's firm compares
- Ongoing planning starts at $5,000 a year, above the Maryland median of $3,800 for fee-only firms that publish prices.
- Bryant Financial Advisory's average account is about $912,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Nancy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Other advisors in Maryland who focus on retirement 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
- Bryant Financial Advisory 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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