Bryspen, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$307,988,725
Clients
58
Advisors
1
of 2 employees
About
Bryspen provides financial planning, investment supervisory and consulting services to high‑net‑worth individuals (as defined by Advisers Act Rule 205‑3) and corporate clients. Its planning work is delivered through a written “Financial Profile” report that addresses personal, tax, investment, insurance, retirement, death & disability, and estate issues and is typically presented within six months of engagement.
The firm develops client investment policy through in‑depth interviews and questionnaires and delivers continuous advice tailored to each client’s objectives, time horizon and tolerance for market volatility. Bryspen typically manages advisory accounts on a non‑discretionary basis and reports managing approximately $337,872,000 of non‑discretionary client assets as of February 15, 2026.
Distinctive aspects of the firm include its predominant reliance on non‑discretionary management — a structure that is relatively uncommon among similar advisers — coupled with its formal Financial Profile deliverable and targeted consulting work. The firm does not vote client proxies on their behalf and does not have actual custody of client assets, instead arranging custody through a custodian and billing fees via that custodian.
Client services
Expertise
Occupation focus
Fee options
Financial Profile fixed fees typically range from $3,750 to $5,750.
$0.00 - $250,000: 1.00% $250,000.01 - $500,000: 0.95% $500,000.01 - $1,000,000: 0.90% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $3,000,000: 0.65% $3,000,000.01+: 0.50%
Hourly fees for Financial Profile and Consulting Services range from $375 to $575 per hour.
Fee-only: Financial Profile and Consulting Services fees are charged hourly at $375 to $575 per hour.
Main office
1717 Pennsylvania Avenue, N.W., Suite 1025
Washington DC 20006-3951
Advisors at this office
1
Most active in
District of Columbia · Georgia · Kentucky · Louisiana
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.
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