Advisor at Millennial Financial Planning
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
Millennial Financial Planning
Location
Indianapolis, IN
Credentials
Series 63, Series 66
Industry experience
9 years
Bryan Byrer is a financial advisor at Millennial Financial Planning in Indianapolis, IN, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank and WealthPoint Advisors. Outside of his advisory work, he is involved with Jeff Queen Productions, a creative venture he has maintained since 2017. Millennial Financial Planning provides investment management and ongoing financial planning services to individual clients, emphasizing a fee-only, asset-based approach. The firm employs a Modern Portfolio Theory framework focused on low-cost, passive investments while selectively using outside managers, operating at a small scale with highly individualized client engagements.
Based on Millennial Financial Planning
Based on Millennial Financial Planning
$0 - $1,000,000: 0.75% $1,000,000+: 0.50%
Recurring financial planning fee $50 - $500 per month
Minimum fee: Initial financial planning fee up to $500, recurring fixed fee $50 - $500 per month Fee-only: Financial planning fees only; no commissions received
Indianapolis, IN
Indiana · Texas
Starbucks
2025 - Present (1 year)
Millennial Financial Planning LLC
2025 - Present (1 year)
Deerfield
2024 - 2025 (1 year)
WealthPoint Advisors LLC
2023 - 2024 (1 year)
JPMorgan Chase Bank, N.A.
2021 - 2023 (2 years)
J.P. Morgan Securities
2021 - 2023 (2 years)
Decatur Central Band Boosters
2018 - 2019 (1 year)
J.P. Morgan Securites LLC
2018 - 2021 (3 years)
JPMorgan Chase Bank, N.A.
2018 - 2021 (3 years)
Jeff Queen Productions
2017 - Present (9 years)
Carmel High School Band Boosters
2017 - 2018 (1 year)
Foresters Financial Services, INC.
2015 - 2018 (3 years)
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
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