A complete list of active advisors currently associated with O'Bryant & Associates, Inc.

Warmer can help you find a great advisor at O'Bryant & Associates, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at O'Bryant & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.