Bryan Vincent Blair
Advisor at Wealth Partners, Inc. — Newnan, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
33 years
Location
Newnan, GA 30265
Wealth Partners, Inc.
Independent
Total advisors
1Clients per advisor
6 LowAvg AUM per client
$122,948 Very LowHNW client ratio
0% LowBryan Blair is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is the sole advisor at Wealth Partners, Inc., an independent registered investment adviser based in Newnan, GA. His prior work includes long-term tenures at Multi Financial Securities Corporation and First Newnan Insurance Group. Outside of his advisory work, Blair is notably involved in public safety, dedicating about one-third of his time to related employment. Wealth Partners, Inc. offers fee-only discretionary portfolio management and financial planning services to a limited number of individual clients. The firm follows a systematic seven-step planning process and emphasizes diversified, risk-controlled active management combining strategic allocations with tactical adjustments.
Based on Wealth Partners, Inc.
Based on Wealth Partners, Inc.
$0 - $250,000: 1.0% annually (Direct-Managed Portfolio Management) $250,001 - $500,000: 0.90% annually (Direct-Managed Portfolio Management) $500,001 - $1,000,000: 0.85% annually (Direct-Managed Portfolio Management) $1,000,001 - $2,000,000: 0.75% annually (Direct-Managed Portfolio Management) $2,000,001 - $3,000,000: 0.65% annually (Direct-Managed Portfolio Management) $3,000,001 - $4,000,000: 0.55% annually (Direct-Managed Portfolio Management) $4,000,001 - $5,000,000: 0.50% annually (Direct-Managed Portfolio Management) $5,000,000+: Negotiable (Direct-Managed Portfolio Management) $0 - $250,000: 0.50% annually (Self-Directed Portfolio Management) $250,001 - $500,000: 0.45% annually (Self-Directed Portfolio Management) $500,001 - $1,000,000: 0.40% annually (Self-Directed Portfolio Management) $1,000,001 - $2,500,000: 0.35% annually (Self-Directed Portfolio Management) $2,500,001 - $5,000,000: 0.30% annually (Self-Directed Portfolio Management) $5,000,001 - $10,000,000: 0.25% annually (Self-Directed Portfolio Management) $10,000,001+: Negotiable (Self-Directed Portfolio Management)
Senior Planning Partner: $175/hour; Junior Planner Partner: $125/hour; Administrative Services: $75/hour
Minimum fee: Minimum annual financial planning fee is $500 Fee-only: Fee-only basis; no commissions accepted
Newnan, GA
3229 Highway 34 East, Suite 102
Newnan GA 30265
Advisors at this office
1
Georgia
33 years of industry experience
Multi Financial Securities Corporation
2004 - Present • 22 years
Denver, CO
Wealth Partners, Inc.
2003 - Present • 23 years
Newnan, GA
First Newnan Insurance Group
2002 - Present • 24 years
Newnan, GA
Ebs Financial Services, Inc.
2001 - Present • 25 years
Peachtree City, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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