Bryon Brooks is a registered investment advisor at Adaptive Advisory, LLC, based in Olathe, KS, with 10 years of industry experience. Bryon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 15 clients with $8.8M 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 $100K | 1.10% |
| $100K - $1.0M | 0.95% |
| $1M+ | 0.85% |
Adaptive Advisory recommends Altruist Financial as a custodian and bills monthly based on the ending balance.
Fee Estimator
Location
Olathe, KS
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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.
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Bryon is an operations consultant for small businesses since 2021, helping them with operations and risk management. He spends about 10-20% of his time on this activity, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Adaptive Advisory, LLC
State Registrations1 state
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