Mcbryar Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McBryar Advisory Services, Inc. provides personalized investment management, financial planning and consulting to individuals, retirement plans, trusts, estates and small businesses. Many engagements are implemented through co‑advisor arrangements in which a third‑party manager handles discretionary trading and execution while the firm delivers relationship services and ongoing monitoring.
The firm follows long‑term, Modern Portfolio Theory–based portfolio construction and generally favors strategic asset allocation, with third‑party managers potentially applying shorter‑term tactical techniques. McBryar acts as a fiduciary for retirement accounts, conducts periodic reviews of client objectives and risk tolerance, and coordinates rebalancing and reporting with qualified custodians and its co‑advisors.
What is noteworthy in this brochure is the principal’s professional background: the firm’s lead owner is both a licensed attorney and a certified public accountant and maintains a separate law practice, creating formal affiliations with legal and accounting services that the firm discloses and manages for conflicts. McBryar similarly emphasizes its co‑advisor model and shared‑fee arrangements with third‑party managers, relies on independent custodians (without taking custody or voting client securities), and discloses those relationships and potential conflicts in client agreements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $500 - $5,000 for financial plans or consultations
0.25% - 1.2% annually (range depending on third-party manager and engagement, fees may be negotiable)
$100 - $300 per hour for consulting services
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
Main office
See office326 Courthouse Square
Bay Minette AL 36507
Advisors at this office
2
Offices (2)
Most active in
Alabama · Florida · Georgia · Ohio · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
Quick links
Advisors at this firm
Christopher M
Series 65
Maineville, OH
Mcbryar Advisory Services, Inc.
Christopher Merz is a financial advisor at McBryar Advisory Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining McBryar Advisory Services, Merz worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. McBryar Advisory Services provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach and utilizes co-advisor arrangements where third-party managers handle discretionary trading while McBryar delivers relationship services and ongoing monitoring.
Roy M
Bay Minette, AL
Mcbryar Advisory Services, Inc.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)