Bryan Oglesby is a CFP-designated registered investment advisor at Wealth Intelligence, LLC, based in Columbus, GA, with 18 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 228 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Intelligence generally charges an annual advisory fee based on a percentage of the assets they manage for you, paid quarterly in advance. The specific fee arrangement is described in your advisory agreement. In some cases, hourly, annual, or fixed investment consulting fees may be used instead of a percentage-based fee. Fees are negotiable.
Location
2900 Warm Springs Rd, Columbus, GA, 30295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan owns and manages Granjas Oglesby LLC DBA Oglesby Farms, dedicating about 10-20% of his time to maintaining a cattle herd. He also owns LC Oglesby Holdings, LLC, a personal real estate holding company, which requires minimal time, and is a passive investor in Directional Properties South, LLC dba Strait Lake, and a board member of Pike County Industrial Development Authority.
Employment History
Current Registrations
Wealth Intelligence, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Edward Jones
Edward JonesBroker
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.