Bryan Todd Oglesby
Advisor at Wealth Intelligence, LLC — Columbus, 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 66
Experience Industry experience
19 years
Location
Columbus, GA 30295
Wealth Intelligence, LLC
Supported
Total advisors
3Clients per advisor
76 HighAvg AUM per client
$1,080,617 HighHNW client ratio
14% LowBryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.
Based on Wealth Intelligence, LLC
Fixed or project-based fees for business consulting and family office services; annual financial planning fees may also be agreed
Up to 2.00% annually, negotiable based on account size and relationship
Hourly fees for financial planning and business consulting services, rates are negotiated and set out in Schedule A
Annual or periodic fees (quarterly or annual) for family office services and financial planning
Account minimum: $2,000,000 Fee-only: Hourly fees for financial planning and business consulting; flat/annual fees for financial planning and family office services; fixed/project-based fees for business consulting and family office services
Columbus, GA
2900 Warm Springs Rd
Columbus GA 30295
Advisors at this office
3
Georgia · Texas
19 years of industry experience
Wealth Intelligence, LLC
2024 - Present • 2 years
Columbus, GA
Wealth Intelligence, LLC
2018 - 2024 • 6 years
Zebulon, GA
Raymond James Financial
2018 - 2025 • 7 years
Zebulon, GA
Raymond james Financial Services, Inc
2018 - 2025 • 7 years
Zebulon, GA
Raymond James & Associates
2013 - 2018 • 5 years
Griffin, GA
Morgan Keegan & Company, LLC
2010 - 2013 • 3 years
Atlanta, GA
Edward Jones
2007 - 2010 • 3 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Bank
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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