Osaic Wealth
44yrs
Top advisor by experience in Grand Prairie
27yrs
Bryan Matson has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Grand Prairie, Texas. After seven years at Fidelity Personal and Workplace Advisors, Bryan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 46 advisors with offices in Grand Prairie, and one of 45 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 6% by experience at Strategic Advisers
OfficeGrand Prairie, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2005 – 2018Strategic Advisers LLCPreviously
Contact Bryan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Bryan. Grand Prairie, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Strategic Advisers at (617) 563-7000 and ask for Bryan Matson. Bryan works from the Grand Prairie, TX office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1999, about 27 years. Top 6% by experience at Strategic Advisers.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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