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McBryar Advisory Services, Inc.

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Client assets under management

$0

Clients

200

0% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

100

High

Average account size

$0

About

McBryar Advisory Services, Inc. provides personalized investment management, financial planning and consulting to individuals, retirement plans, trusts, estates and small businesses. Many engagements are implemented through co‑advisor arrangements in which a third‑party manager handles discretionary trading and execution while the firm delivers relationship services and ongoing monitoring.

The firm follows long‑term, Modern Portfolio Theory–based portfolio construction and generally favors strategic asset allocation, with third‑party managers potentially applying shorter‑term tactical techniques. McBryar acts as a fiduciary for retirement accounts, conducts periodic reviews of client objectives and risk tolerance, and coordinates rebalancing and reporting with qualified custodians and its co‑advisors.

What is noteworthy in this brochure is the principal’s professional background: the firm’s lead owner is both a licensed attorney and a certified public accountant and maintains a separate law practice, creating formal affiliations with legal and accounting services that the firm discloses and manages for conflicts. McBryar similarly emphasizes its co‑advisor model and shared‑fee arrangements with third‑party managers, relies on independent custodians (without taking custody or voting client securities), and discloses those relationships and potential conflicts in client agreements.

Client services

Selection of other advisers

Expertise

Wealth management Cash flow / budgeting General tax planning

Occupation focus

Attorney Founder/Business Owner

Fee options

Fixed

Fixed fees ranging from $500 - $5,000 for financial plans or consultations

Percentage

0.25% - 1.2% annually (range depending on third-party manager and engagement, fees may be negotiable)

Project-based

$100 - $300 per hour for consulting services

Other

Fee-only: Financial planning and consulting services charged as fixed fees ranging from $500 - $5,000 or hourly fees ranging from $100 - $300 per hour

Main office location

McBryar Advisory Services, Inc.

326 Courthouse Square

Bay Minette AL 36507, United States

Number of offices

1

Most active in

More info

Alabama · Florida · Georgia · Ohio · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 251-285-0330

Advisors at this firm

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user avatar

Christopher M

Series 65

Maineville, OH

McBryar Advisory Services, Inc.

Christopher Merz is a Series 65-licensed advisor at McBryar Advisory Services, Inc. with one year of industry experience. Prior to joining McBryar Advisory Services, he worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. He is based in Maineville, Ohio. McBryar Advisory Services provides personalized, fee-based investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory-based asset allocation and strategic portfolio construction, often partnering with third-party managers for discretionary portfolio management.

Wealth management Cash flow / budgeting General tax planning Attorney Founder/Business Owner
user avatar

James H

Series 63

Bay Minette, AL

McBryar Advisory Services, Inc.

James Hollon is a financial advisor with McBryar Advisory Services, Inc. He holds a Series 63 designation and has 26 years of industry experience. He has been associated with McBryar Advisory Services since 2010 and is also president of J. R. Hollon & Associates, Inc., a company established to receive earnings from his advisory activities. McBryar Advisory Services provides personalized, fee-based investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm serves approximately 200 clients and emphasizes long-term, Modern Portfolio Theory-based asset allocation and strategic portfolio construction, often working with third-party managers in co-advisor arrangements.

Wealth management Cash flow / budgeting General tax planning Attorney Founder/Business Owner
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