O'Bryant & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm generally serves individual clients and provides comprehensive financial planning and hourly consultation services, with completed plans delivered within about 60 days. It does not manage client assets directly or hold custody; instead it refers clients to third‑party money managers and relies on third‑party custodians for account statements.
Rather than offering in‑house portfolio management, the firm recommends and monitors third‑party managers and platform solutions, acting as a liaison for clients while receiving disclosed referral compensation from those managers. Planning engagements are billed on a fixed‑fee or hourly basis and the firm does not use a percentage‑of‑AUM pricing model or exercise discretionary trading authority over client accounts.
The firm is unusual among its peers in operating with a high client load per advisor—one adviser serving several hundred clients—which aligns with its focus on planning and delegated asset management. The owner also maintains an active insurance license and the firm discloses that insurance commissions and TPM referral fees create potential conflicts of interest that are mitigated through disclosures and internal procedures.
Client services
Expertise
Fee options
Up to $2,500 for full financial plan
$0 - $1,000,000: 1.35% annually $1,000,000.01 - $3,000,000: 1.10% annually Over $3,000,000+: 0.80% annually
$300 per hour for hourly consultation services
Account minimum: $300,000 Fee-only: Financial planning fees offered as fixed fees up to $2,500 and hourly fees at $300 per hour
Main office
1030 Greystone Square
Jackson TN 38305
Advisors at this office
1
Most active in
Arkansas · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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