Rick Bryan is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Seattle, WA, with 19 years of industry experience. Rick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Contact
Rick Bryan
Location
1301 5th Ave, Suite 1350, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Conlon Dart Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
As a Certified Financial Planner™, Rick’s responsibilities range from investment research and portfolio monitoring to helping design financial planning strategies for clients. Rick graduated from the University of Western Washington with a Bachelor of Arts degree in business administration and a concentration in finance. In 2006, after nine years in the pension consulting and administration field, he joined Conlon Dart Wealth Management, which became part of the EP Wealth Advisors family in 2019. He also previously served nine years on the board of directors retiring as Board Chair of the Financial Planning Association of Puget Sound. Rick finds his financial planning career inspiring because it enables him to invest time and energy focusing on the future. Rick lives in Normandy Park with his partner, and often can be found being walked by his Australian terriers, gardening and sailing the waters of Puget Sound.