# Ryan Brizendine

> Ryan Brizendine is a fee-only financial advisor at Westshore Wealth in Newport Beach, California, who holds the CFP credential. Ryan focuses on estate & legacy planning, tax planning and retirement planning. Westshore Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Westshore Wealth
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $662.4M across 848 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **Works with:** Executives, Founders, Ultra high net worth, Multi-generational families
- **CRD:** 5397604 (https://adviserinfo.sec.gov/individual/summary/5397604)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2007), Series 66 (2008)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.westshorewealth.com

## Frequently asked questions

### Is Ryan Brizendine a fee-only financial advisor?

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

### How does Ryan charge for financial advice?

Ryan's firm, Westshore Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ryan Brizendine based?

Ryan Brizendine is based in Newport Beach, California.

### What does Ryan specialize in?

Ryan's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Ryan works with executives, founders, ultra high net worth and multi-generational families.

### What credentials does Ryan Brizendine hold?

Ryan Brizendine holds the CFP credential.

### Is Ryan Brizendine registered with the SEC?

Yes. Ryan Brizendine is registered as an investment adviser representative in TX (CRD 5397604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westshore Wealth manage?

Westshore Wealth reports $662.4M across 848 accounts in assets under management.

### How do I contact Ryan Brizendine?

Through Ryan's website, www.westshorewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5397604): 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://westshorewealth.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.