Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member of his Church. On the weekends, you will find him attending his children's various events and you might occasionally catch him on the golf course with his wife and children.
Bryn helps clients identify where they are and what they want to accomplish, and then provides proven strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals and business owners for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning.
For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That is where I come in - I will help devise various savings and investing strategies unique to your needs, and we work together to achieve your financial goals . It is my passion to help others find financial freedom and independence by establishing clear goals and practicing financial discipline. As an independent advisor, I have no incentive to recommend only proprietary investment products, so you have the assurance that I am free to act only in your best interest. I provide access to a broad range of investment, retirement, and estate planning strategies. Backed by a team of dedicated professionals and a company committed to service and growth, I take a long-term relationship approach to working with my clients.
General Information |
| Firm Start Year: | 1923 | |
| Insurance License#: | 1125062 |
| States Licensed in: | TX, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IN, KS, LA, MD, MI, MN, MO, NC, NM, NV, NY, OK, OR, PA, SC, SD, TN, VA, WA, WI |
| Number of Years with Current Firm: | 15 |
| Work Experience: | Prior to becoming an advisor, I was an area manager in the restaurant business which gave me a tremendous perspective on what it means to both "work hard and work smart." In 2001, I made a career change when I started my family and have never looked back as it is truly rewarding to see others goals and dreams achieved on a daily basis. I have a servant's mindset and I am therefore always trying to serve others in order to take the heavy lifting off their plates and thus put it back on mine. In essence, we are all living the American dream and I think it is only right that we all work together to help our fellow brothers and sisters and do life together. |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Estate Planning & Trusts |
Services |
| Investment Types: | Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Bonds |
| Can meet clients in the following ways: | Phone, Our Office, Your Home, Video Conference, Email, Your Office, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1.0% |
| Additional Details on Charges: | We have a blended fee schedule and the more the assets managed, then the lower the overall fee percentage. |
Education |
| Bachelors of Business - Finance and Marketing | University of Texas
- Austin 09/01/1988-06/01/1993 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IN, KS, LA, MD, MI, MN, MO, NC, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Guided Path Financial are separate and unrelated to Commonwealth. Bryn Henry is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bryn Henry is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bryn Henry is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bryn Henry is required to act in a fiduciary capacity. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Dallas and Fort Worth Metroplex Corsicana and Neighboring counties Sherman and Denison area Gainesville and North Texas |
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