Richard Bryan
Partners in Financial Planning · John'S Island, South Carolina
Richard Bryan is a fee-only financial advisor at Partners in Financial Planning in John'S Island, South Carolina, who holds the CFP credential. Partners in Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Partners in Financial Planning |
|---|---|
| Based in | John'S Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $913.6M across 2,774 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, VA · CRD 4031082 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.partnersinfinancialplanning.com |
How Richard's firm compares
- Partners in Financial Planning's average account is about $329,000, from its Form ADV (assets managed divided by 2,774 accounts).
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Questions about Richard
Is Richard Bryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Partners in Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Partners in Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Bryan based?
Richard Bryan is based in John'S Island, South Carolina.
What credentials does Richard Bryan hold?
Richard Bryan holds the CFP credential.
Is Richard Bryan registered with the SEC?
Yes. Richard Bryan is registered as an investment adviser representative in SC and VA (CRD 4031082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Partners in Financial Planning manage?
Partners in Financial Planning reports $913.6M across 2,774 accounts in assets under management.
How do I contact Richard Bryan?
Through Richard's website, www.partnersinfinancialplanning.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
- 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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