Bryan Curry is a CFP-designated registered investment advisor at Bridge the Gap Retirement Planners, based in Simi Valley, CA, with 12 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, Education Planning, Estate Planning, and 6 more. Their firm serves 29 clients with $41M 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 $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable. The advisory fee is a blended fee schedule.
Fee Estimator
Contact
Bryan Curry
Location
2655 First Street, Suite 250, Simi Valley, CA, 93065
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bryan is co-owner of The Money School LLC, providing general financial education. He also works as a securities instructor for Kaplan North America, dedicating a significant amount of time to this role.
Employment History
Current Registrations
Bridge the Gap Retirement Planners
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.P. Morgan Securities LLCBroker
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
Bryan Curry is the founder of Bridge the Gap Retirement Planners. Bryan has always been passionate about personal finance. Bryan spent over 11 years working for the big financial firms and made the transition to BTGRP to build a business that is centered around his clients. Bryan realized that at the big firms, he, like many advisors worked with too many clients. Bryan only works with clients who are near retirement, or already retired. He believes being a specialist of this life stage, gives his clients the best possible results.