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Roy E Mcbryar

Advisor at Mcbryar Advisory Services, Inc. — Bay Minette, AL

Updated today

Credentials

None found

Experience

17 years

Location

Bay Minette, AL 36507

Mcbryar Advisory Services, Inc. logo

Mcbryar Advisory Services, Inc.

Supported

Total advisors

3

Across 2 offices

Clients per advisor

67 High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Roy Mcbryar is a financial advisor at Mcbryar Advisory Services, Inc. with 17 years of industry experience. He is also a licensed attorney and certified public accountant, maintaining a separate law practice alongside his advisory role. Mcbryar has worked with his current firm since 2009 and with his law practice since 1993. Mcbryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a co-advisor model, emphasizing long-term, Modern Portfolio Theory–based portfolio construction and strategic asset allocation while coordinating with third-party managers who handle discretionary trading.

Client services

Based on Mcbryar Advisory Services, Inc.

Selection of other advisers

Expertise

Based on Mcbryar Advisory Services, Inc.

Wealth management Cash flow / budgeting General tax planning

Occupation focus

Based on Mcbryar Advisory Services, Inc.

Attorney Founder/Business Owner

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Fee options

Fixed

Fixed fees ranging from $500 - $5,000 for financial plans or consultations

Percentage

0.25% - 1.2% annually (range depending on third-party manager and engagement, fees may be negotiable)

Project-based

$100 - $300 per hour for consulting services

Other

Fee-only: Financial planning and consulting services charged as fixed fees ranging from $500 - $5,000 or hourly fees ranging from $100 - $300 per hour

Location

See office

Bay Minette, AL

326 Courthouse Square

Bay Minette AL 36507

Advisors at this office

2

Most active in

Alabama · Florida · Georgia · Ohio · Tennessee · Texas

Work history

17 years of industry experience

Mcbryar Advisory Services, Inc

2020 - Present • 6 years

Bay Minette, AL

R.E. Mcbryar, P.C., Attorney At Law

2018 - Present • 8 years

Bay Minette, AL

Mcbryar Advisory Services, Inc.

2018 - 2020 • 2 years

Bay Minette, AL

Mcbryar Advisory Services, Inc.

2009 - 2018 • 9 years

Foley, AL

R.E. Mcbryar, P.C., Attorney At Law

1993 - 2018 • 25 years

Foley, AL

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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James H

Series 63

Bay Minette, AL

Mcbryar Advisory Services, Inc.

James Hollon is a financial advisor with McBryar Advisory Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with McBryar Advisory Services since 2010 and also serves as president of J. R. Hollon & Associates, Inc., a company associated with his earnings from advisory work. McBryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a co-advisor model with third-party managers for trading and execution, following a long-term, Modern Portfolio Theory–based investment approach.

Wealth management Cash flow / budgeting General tax planning Attorney Founder/Business Owner
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Ronald M

Series 66

Bay Minette, AL

Cetera

Ronald Moxness Jr. is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Regions Bank, and Wells Fargo Bank, NA. Outside of advisory work, he serves as a lead food server at The Hangout. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of investment advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that allows advisors to utilize model portfolios, third-party managers, or customized strategies across various program structures and custodians.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Heather F

Series 66

Bay Minette, AL

Edward Jones

Heather Feller is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent six years with Alfa Mutual Insurance Company. Heather holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Financial Professional
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