CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
153 clients
Average Client Portfolio
$759K average
Assets Under Management
$116.1M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Contact
Bryan Michael Totri
Location
500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441
Get directionsHistory
Regulatory History (1)
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Criminal
February 1984Final Disposition
Employment History
Current Registrations
St. John & Associates, INC.
June 2009 - Present · 16 yrs 8 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.
Additional Information
He is a past teacher with the Continuing Education Department of Kennesaw State University where he taught Investment Planning for the Certified Financial Planning board-certified curriculum at Kennesaw University for several years. Bryan is also a member of the National Association of Tax Professionals (NATP), the Georgia Chapter of the Financial Planning Association (FPA) the Digital Assets Council of Financial Professionals (DACFP), and the ElderCare Matters Alliance.
Contact
Bryan Michael Totri