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Bryant William Rippy

Advisor at Money Concepts Capital Corp — Pleasant View, TN

Updated today

Credentials

Series 66

Experience

1 year

Location

Pleasant View, TN 37146

Money Concepts Capital Corp logo

Money Concepts Capital Corp

Enterprise

Total advisors

396

Across 237 offices

Clients per advisor

42 Low

Avg AUM per client

$237,847 Low

HNW client ratio

3% Low

About

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Client services

Based on Money Concepts Capital Corp

Financial planning Portfolio management General consulting services

Expertise

Based on Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Money Concepts Capital Corp

Retired Founder/Business Owner Executive

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Fee options

Percentage

$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program

Commissions

Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency

Project-based

Consulting fees negotiated client-by-client; not to exceed $450/hour

Other

Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000

Location

See office

Pleasant View, TN

2524 Hwy 49 E, Suite D

Pleasant View TN 37146

Advisors at this office

2

Most active in

Tennessee

Work history

1 year of industry experience

Money Concepts Capital Corp

2025 - Present • 1 year

Palm Beach Gardens, FL

F & M Wealth Management

2023 - 2024 • 1 year

Clarksville, TN

F & M Bank

2023 - 2024 • 1 year

Clarksville, TN

Raymond James Financial Services, Inc.

2023 - 2024 • 1 year

Clarksville, TN

Austin Peay State University

2021 - 2025 • 4 years

Clarksville, TN

N/a

2021 - 2024 • 3 years

Clarksville, TN

Kroger

2019 - 2019 • 1 year

Clarksville, TN

Rossview High School

2017 - 2021 • 4 years

Rossview, TN

Rossview Middle School

2014 - 2017 • 3 years

Clarksville, TN

Disclosures

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

Business activities & affiliations

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Stephen D

CFA®

Olmstead, KY

Stewardship Partners Investment Counsel, Inc.

Stephen Du Barry is a CFA® charterholder with 20 years of experience at Stewardship Partners Investment Counsel, Inc. He has been with the firm since 2006. Outside of his advisory role, he operates duBarry Fine Books, an occasional online book sales business. Stewardship Partners Investment Counsel, Inc. manages approximately $73.2 million for high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and consulting. The firm follows a long-term, growth-and-quality investment philosophy with Biblically Responsible Investing screening and employs a range of strategies including concentrated micro-cap positions and systematic quantitative approaches.

ESG / Sustainable investing Concentrated stock management Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Noreen B

CFP®, Series 66

Springfield, TN

Facet

Noreen Burtner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Facet since 2020. She previously worked at TIAA for five years. Facet serves individual members across a broad range of wealth levels, providing tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and utilizes primarily ETF-based discretionary asset-allocation programs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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Alisha S

Series 66

Springfield, TN

Avantax Planning Partners, Inc.

Alisha Schweizer is a financial advisor with Avantax Planning Partners, Inc. in Springfield, TN, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at multiple Cetera entities since 2024 and prior experience with R&R Wealth Management, Jannsen Wealth Management, and 1st Global Advisors. She also has experience in equity and fixed indexed annuity sales and fixed insurance products. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily serves clients through a network of CPA firms and registered advisors, offering tax-intelligent strategies, discretionary account management, and access to affiliated broker-dealer and trust services.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Attorney
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Kelvin B

Series 66

Pleasant View, TN

Money Concepts Capital Corp

Kelvin Bishop is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also a managing member of the CPA firm Harting, Bishop & Arrendale, PLLC. Outside of his advisory and accounting roles, he serves as treasurer for The Cleveland 100, a nonprofit organization, and is a trustee and finance committee member for the Cleveland Bradley County Public Library. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, blending fundamental and technical analysis with modern portfolio theory to serve approximately 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Brandon D

Series 66

White House, TN

Thrivent Investment Management

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations

Matthew G

Series 66, Series 63

Springfield, TN

Edward Jones

Matthew Gallowitz is a financial advisor with Edward Jones in Springfield, TN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Enfield Management, the Robertson County school system, and UBS. Outside of his advisory work, he participates in his community by playing Santa Claus at an apartment complex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large nationwide network of advisors and branch offices.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Dentist
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