Bryspen, Incorporated
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$307,988,725
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
93% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
TypicalAverage account size
$5,310,150
About
Bryspen provides financial planning, investment supervisory and consulting services to high‑net‑worth individuals (as defined by Advisers Act Rule 205‑3) and corporate clients. Its planning work is delivered through a written “Financial Profile” report that addresses personal, tax, investment, insurance, retirement, death & disability, and estate issues and is typically presented within six months of engagement.
The firm develops client investment policy through in‑depth interviews and questionnaires and delivers continuous advice tailored to each client’s objectives, time horizon and tolerance for market volatility. Bryspen typically manages advisory accounts on a non‑discretionary basis and reports managing approximately $337,872,000 of non‑discretionary client assets as of February 15, 2026.
Distinctive aspects of the firm include its predominant reliance on non‑discretionary management — a structure that is relatively uncommon among similar advisers — coupled with its formal Financial Profile deliverable and targeted consulting work. The firm does not vote client proxies on their behalf and does not have actual custody of client assets, instead arranging custody through a custodian and billing fees via that custodian.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General tax planning
Wealth management
Options & derivatives strategies
Umbrella liability
Occupation focus
Executive
Fee options
Financial Profile fixed fees typically range from $3,750 to $5,750.
$0.00 - $250,000: 1.00% $250,000.01 - $500,000: 0.95% $500,000.01 - $1,000,000: 0.90% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $3,000,000: 0.65% $3,000,000.01+: 0.50%
Hourly fees for Financial Profile and Consulting Services range from $375 to $575 per hour.
Fee-only: Financial Profile and Consulting Services fees are charged hourly at $375 to $575 per hour.
Main office location
Bryspen, Incorporated
1717 Pennsylvania Avenue, Nw, Suite 1025
Washington DC 20006-3951, United States
Number of offices
1
Most active in
Bryspen, Incorporated has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Georgia · Kentucky · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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