BL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B
Fee Structure
Financial Plan Fee:Up to $5,000
Hourly Rate:Up to $500/hr
Financial plans can cost up to $5,000, payable in two installments. Hourly advice is available for up to $500 per hour, negotiable and payable at the end of the meeting. Investment management fees are a percentage of assets managed, not exceeding 2% annually, billed monthly or quarterly. A set-up fee of up to $100 per account, with a maximum of $200 per household, may be charged. Seminar attendance can cost up to $100.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningBusiness Owners
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Advisor Information
Office location
Dublin, OH
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2010Customer Dispute
September 2009Denied
Other Business ActivitiesSells Insurance
Bryan sells life insurance, structured settlements, and fixed annuities through Praxis Capital & Investment Management, dedicating minimal time to this activity. He also volunteers as a youth hockey coach and collaborator with USA Hockey, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2024 - Present · 1 yr 9 mos
Trustmont Financial Group, INC.
November 2023 - Present · 2 yrs 2 mos
Trustmont Financial Group, INC.Broker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Ausdal Financial Partners, INC.
March 2017 - August 2023 · 6 yrs 5 mos
Ausdal Financial Partners, INC. Broker
March 2017 - August 2023 · 6 yrs 5 mos
Sandlapper Securities, LLCBroker
June 2014 - March 2017 · 2 yrs 9 mos
Sandlapper Wealth Management, LLC
June 2010 - March 2017 · 6 yrs 9 mos
Colony Park Financial Services LLC.Broker
June 2010 - June 2014 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2007 - April 2010 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - April 2010 · 3 yrs
UBS Financial Services INC.
November 2003 - May 2007 · 3 yrs 6 mos
UBS Financial Services INC. Broker
October 2003 - May 2007 · 3 yrs 7 mos
Citigroup Global Markets INC.
August 2001 - November 2003 · 2 yrs 3 mos
Citigroup Global Markets INC. Broker
February 2001 - November 2003 · 2 yrs 9 mos
Salomon Smith Barney INC. Broker
August 1999 - December 2000 · 1 yr 4 mos
State Registrations4 states
CAFLGAOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.