Brian A. Fry
SAFE LANDING FINANCIAL
PLANO, TX 75024-6771
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CRD#: 5930841
Professional summary
Brian Andrew Fry, CFP®, who also goes by Brian Fry, is a registered financial advisor currently at SAFE LANDING FINANCIAL located in Plano, Texas.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Estate & Generational Planning Issues
Generation X
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
Hi, I’m Brian Fry. I founded Safe Landing Financial to offer a one-stop-shop for building and implementing a financial plan from start to finish.
My focus is to minimize taxes, optimize investments, and ensure you won’t run out of money during retirement.
I am passionate in giving clients peace of mind to enjoy retirement on their terms.
I provide financial planning, investment management, and retirement planning services in Los Angeles and serve clients nationwide on a virtual basis.
The financial marketplace is a confusing place and I believe people deserve to have their best interest served by a fiduciary. As a fiduciary financial planner, I do not sell any financial products or take commissions.
I have worked in the financial services industry for nearly a decade in various financial planning and investment management roles.
When I’m not customizing financial plans and tailoring investment strategies, you can find me: traveling with my wife, searching for the best barbecue, and working to improve my Charles Barkley golf swing.
As a Learn More
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Social Security Planning
Insurance Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Brian Fry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Andrew Fry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
August 16, 2018 - Present
SAFE LANDING FINANCIAL
Office #1: 5830 Granite Pkwy #100-212, Plano, TX 75024-6771RIA
CRD#: 297835
PLANO, TX
Past
October 26, 2015 - July 13, 2018
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Lone Tree, CO
Past
October 26, 2015 - July 13, 2018
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Lone Tree, CO
Past
January 27, 2014 - August 5, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
OVERLAND PARK, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/1/2021)
IAR
Texas(8/16/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SAFE LANDING FINANCIAL
SAFE LANDING FINANCIAL | SAFE LANDING FINANCIAL LLC
CRD#: 297835 / SEC#:
California
Registered Investment Advisory firm - (10/1/2021 Approved)Texas
Registered Investment Advisory firm - (8/16/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5830 Granite Pkwy #100-212, Plano, TX 75024-6771
Mailing Address
Phone number
(512) 662-1835
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 12,363,790 |
Red Flags
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Company Information
SAFE LANDING FINANCIAL
CRD#: 297835Plano, TX 75024-6771TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
