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Bryan Delorum Norris

Advisor at Newedge Advisors — Columbus, GA

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Columbus, GA 31904

Newedge Advisors logo

Newedge Advisors

Enterprise

Total advisors

604

Across 249 offices

Clients per advisor

81 High

Avg AUM per client

$813,531 High

HNW client ratio

27% High

About

Bryan Norris is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Advisors, Capital Wealth Management Group, LPL Financial, NYLIFE Securities, and The Hudson Financial Group. He provides investment advisory services through both NewEdge Advisors and Capital Wealth Management Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and centralized due diligence to support its clients.

Client services

Based on Newedge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Newedge Advisors

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Newedge Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning up to $200,000; business consulting fees negotiable

Percentage

$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program

Commissions

Commissionable securities sales by representatives registered with broker-dealer affiliates

Project-based

Hourly consulting fees from $0 to $500

Subscriptions

Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay

Other

Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500

Location

See office

Columbus, GA

1200 Brookstone Centre Parkway, Suite 101

Columbus GA 31904

Advisors at this office

2

Most active in

Georgia · Texas

Work history

12 years of industry experience

NewEdge Advisors, LLC (Formerly: GWM ADVISORS, LLC)

2020 - Present • 6 years

Columbus, GA

Capital Wealth Management Group, LLC

2017 - Present • 9 years

Colulmbus, GA

LPL Financial, llc

2017 - Present • 9 years

Columbus, GA

UNemployed

2016 - 2017 • 1 year

Columbus, GA

NYLIFE Securities, LLC

2013 - 2016 • 3 years

Macon, GA

The Hudson Financial Group

2009 - 2016 • 7 years

Columbus, GA

New York Life Insurance Co

2009 - 2016 • 7 years

Macon, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ashish D

Series 65

Columbus, GA

Mars Capital Management LLC

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Active portfolio management Concentrated stock management
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Cedric B

ChFC®, Series 63

Phenix City, AL

Cedric Deon Bean Enterprises LLC

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

General retirement planning Social Security optimization Medicare planning Wealth management Life insurance needs analysis Founder/Business Owner Executive Approaching retirement Established Professionals
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Brent H

Series 66

Columbus, GA

Fluid Financial Planning, LLC

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Christopher H

Series 65

Columbus, GA

Hunter Financial Planning

Christopher Hunter is a financial advisor at Hunter Financial Planning in Columbus, GA. He holds a Series 65 designation and has experience in the financial and payments industry through roles at Kyndryl, Inc. and TSYS/Global Payments. Hunter Financial Planning provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm combines comprehensive planning with portfolio management using an asset-allocation framework based on passive ETFs, model portfolios, and Modern Portfolio Theory, offering a variety of fee arrangements and selecting outside advisers to manage client assets.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) Consultant
user avatar

Tyler T

CFP®, CFA®, Series 65

Columbus, GA

Townsend Wealth Management

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Burnett T

CFP®, Series 65

Columbus, GA

Townsend Wealth Management

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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