Bryan Blair
Advisor at Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Partners, Inc.
Location
Newnan, GA 30265
Credentials
CFP®, Series 63
Industry experience
32 years
Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.
Based on Wealth Partners, Inc.
Based on Wealth Partners, Inc.
$0 - $250,000: 1.0% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $4,000,000: 0.55% $4,000,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
Senior Planner Partner: $175/hour; Junior Planner Partner: $125/hour; Administrative Services: $75/hour
Minimum fee: Minimum annual financial planning fee is $500 Fee-only: Fee-only basis; no commissions or third-party compensation received.
3229 Highway 34 East, Suite 102
Newnan, GA 30265
Georgia
Multi Financial Securities Corporation
2004 - Present (22 years)
Wealth Partners, Inc.
2003 - Present (23 years)
First Newnan Insurance Group
2002 - Present (24 years)
Ebs Financial Services, Inc.
2001 - Present (25 years)
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