Advisor at Alchemy Wealth Management
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Firm
Alchemy Wealth Management
Location
Billings, MT
Credentials
Series 65
Industry experience
1 year
Grant O’Bryan is a financial advisor at Alchemy Wealth Management in Reno, NV, holding a Series 65 designation with one year of industry experience. Prior to joining Alchemy Wealth Management, he held roles in various organizations including Zero Gravity Brewing and One Day In July LLC. Grant serves as a commissioned officer in the U.S. Army Reserve, where he acts as a Public Works Officer involved in training and educational planning. Alchemy Wealth Management provides discretionary investment management and financial planning services to individuals, corporations, charitable organizations, and employer plan sponsors. The firm employs an investment approach based on Modern Portfolio Theory, favoring low-cost index funds and ETFs, and manages approximately $62 million across about 200 clients with a two-advisor team.
Based on Alchemy Wealth Management
Based on Alchemy Wealth Management
One-time financial plan: $5,000 to $15,000
$0 - $50,000: 1.90% $50,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,000+: 0.50%
$350 per hour for financial planning
Fee-only: One-time financial plan: $5,000 to $15,000 flat fee; Hourly financial planning: $350 per hour
Billings, MT
California · Montana · Nevada · Texas
Alchemy Wealth Management
2025 - Present (1 year)
Zero Gravity Brewing
2024 - 2025 (1 year)
One Day In July LLC
2024 - 2024 (1 year)
Kansas State University
2022 - 2023 (1 year)
Keybridge Technologies
2022 - 2022 (1 year)
Signal 88
2020 - 2020 (1 year)
Clemson University
2018 - 2020 (2 years)
U.S. Army Reserve
2017 - Present (9 years)
QuickTrip
2016 - 2017 (1 year)
Clemson University
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
CFA®, Series 63, Series 65
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