BH

Bryan Wayne Heath

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$300 - $2,000
Hourly Rate:$50 - $300/hr

Fees are received from third-party money managers and investment management platforms for asset management services, and fixed or hourly fees for financial planning services. Financial planning fees range from $50-$300 per hour or a fixed fee of $300 to over $2,000, based on complexity and advisor experience. The maximum annual asset management fee is 1.5%, negotiable based on the money manager, advisor, and account value.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

13940 W Meeker Blvd, Suite 115, #138,, Sun City West, AZ, 85375

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Regulatory History (3)
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.
Financial
October 2017
Final
Financial
September 2016
Final
Financial
July 2016
Final
Other Business ActivitiesSells Insurance

Bryan is self-employed in freelance TV sports production, creating computer graphics. He also owns Heath Wealth Management as an investment advisor representative and sells insurance, dedicating about half of his time to these activities.

Employment History
Current Registrations
Gradient Advisors, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Royal Alliance Associates, INC.
November 2020 - November 2022 · 2 yrs
Royal Alliance Associates, INC. Broker
November 2020 - November 2022 · 2 yrs
Hornor, Townsend & Kent, LLC
June 2020 - November 2020 · 5 mos
Hornor, Townsend & Kent, LLC Broker
October 2019 - November 2020 · 1 yr 1 mo
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Bryan Wayne Heath - Financial Advisor | AdvisorDiscover