Firm
Bryant Financial Advisory
Baltimore, Maryland
Fee-only
Bryant Financial Advisory at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 31 individual clients, 25 of them high net worth.
- Its average account is about $912,000 (assets it manages divided by its 95 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Maryland median of $3,800.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Baltimore, Maryland |
|---|---|
| Website | bryantfinancialadvisory.com |
| Phone | (443) 281-8010 |
Bryant Financial Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Minimum annual retainer for wealth management services – $5,000" source
"On first $1,000,000, fee of 1%" source
"Minimum annual retainer for wealth management services – $5,000" source
"Financial planning services– Determined in advance based on scope" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $87 million |
| Individual clients | 6 |
| High-net-worth clients | 25 |
| Accounts managed | 95 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 165189 |