O'BRYANT & ASSOCIATES, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
359
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
359
Very HighAverage account size
$0
About
The firm generally serves individual clients and provides comprehensive financial planning and hourly consultation services, with completed plans delivered within about 60 days. It does not manage client assets directly or hold custody; instead it refers clients to third‑party money managers and relies on third‑party custodians for account statements.
Rather than offering in‑house portfolio management, the firm recommends and monitors third‑party managers and platform solutions, acting as a liaison for clients while receiving disclosed referral compensation from those managers. Planning engagements are billed on a fixed‑fee or hourly basis and the firm does not use a percentage‑of‑AUM pricing model or exercise discretionary trading authority over client accounts.
The firm is unusual among its peers in operating with a high client load per advisor—one adviser serving several hundred clients—which aligns with its focus on planning and delegated asset management. The owner also maintains an active insurance license and the firm discloses that insurance commissions and TPM referral fees create potential conflicts of interest that are mitigated through disclosures and internal procedures.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Life insurance needs analysis
Disability insurance
Fee options
Up to $2,500 for full financial plan
$0 - $1,000,000: 1.35% annually $1,000,000.01 - $3,000,000: 1.10% annually Over $3,000,000+: 0.80% annually
$300 per hour for hourly consultation services
Account minimum: $300,000 Fee-only: Financial planning fees offered as fixed fees up to $2,500 and hourly fees at $300 per hour
Main office location
O'BRYANT & ASSOCIATES, Inc.
1030 Greystone Square
Jackson TN 38305, United States
Number of offices
1
Most active in
O'BRYANT & ASSOCIATES, Inc. has reported serving >5 clients in these states in the last 12 months.
Arkansas · Tennessee · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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