Bert Reames Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans (401(k), 403(b), and 457 plans) and works exclusively with plan sponsors and their employees to design and implement those retirement programs. The firm provides participant education, enrollment assistance, fund selection guidance and ongoing plan support rather than offering individualized investment management to outside clients.
BRIA constructs plan lineups using a Modern Portfolio Theory framework and limits investments to no-load mutual funds, periodically reviewing fund performance and replacing options that fail to meet class standards. The firm does not maintain custody or exercise discretionary trading authority; participants access accounts and execute trades through a third‑party administrator, and BRIA offers an optional AutoRebalance feature and periodic account reviews.
Noteworthy for a firm of its type, BRIA emphasizes ongoing employee education and workshops for plan participants and restricts its client base to group retirement plans, explicitly excluding individual and high‑net‑worth clients and individual portfolio management. The firm also operates through a third‑party administrator for custody and execution and maintains a solicitor arrangement with another registered adviser to serve employees who seek individualized advisory services; BRIA reports total plan assets of roughly $90 million that are not under its discretionary control.
Client services
Expertise
Occupation focus
Fee options
0.70 to 1.00 basis points (0.007% to 0.01%) of assets under management quarterly
Fee-only: Advisory fees are solely based on assets under management; no other direct or indirect compensation received
Main office
See officeJacksonville FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Bert Reames Investment Advisors, Inc. · Thomas Victor Mcguire (1.A. Was Originally Filled Out In Error).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mary M
Series 65
Port Orange, FL
Bert Reames Investment Advisors, Inc.
Mary Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Port Orange, FL. She holds a Series 65 designation and has nine years of industry experience. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups and focuses on participant education and ongoing plan support rather than individualized investment management.
Thomas M
Series 63, Series 65
Jacksonville, FL
Bert Reames Investment Advisors, Inc.
Thomas McGuire is a financial advisor at Bert Reames Investment Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 designations with 22 years of industry experience. He has worked at Bert Reames Investment Advisors since 2005 and is also associated with Walsh Consulting Group, Inc. dba Ashford Investment Advisors, where he refers potential clients but does not solicit business. Bert Reames Investment Advisors specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and employees to provide participant education, enrollment assistance, and fund selection guidance for 401(k), 403(b), and 457 plans. The firm uses a Modern Portfolio Theory framework and focuses on no-load mutual funds, emphasizing ongoing employee education while excluding individual and high-net-worth clients.
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