Bryan Wisda
Bryan Wisda is a CFP-designated registered investment advisor at Almega Wealth Management, based in Scottsdale, AZ, with 22 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 227 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. If the client requests a customized active investment advisory service, Almega may charge an AUM fee up to +1.0% higher than quoted in the above table for the specific account(s) utilizing an active investment advisory service.
Fee Estimator
Contact
Bryan Wisda
Location
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (2)
Regulatory
April 2025Employment Separation After Allegations
May 1995Other Business Activities
Bryan is the Owner and Managing Member of Zezz Music Limited, LLC, a record label producing sleep music, and President of Wisda Family Management Inc., managing family assets. He also serves as Trustee of the Bryan & Sarah Wisda Family Trust and a Regional Board Member for the National Association of Personal Financial Advisors, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Almega Wealth Management
Previous Registrations
Southport Capital
Southport Capital
Bryan Wisda, CFP
Summit Wealth Management
Summit Wealth Management, INC
UBS Financial Services INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations7 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