Solomon Investments & Financial Planning
44yrs
Top advisor by experience in Cumming
15yrs
Bryan Clapham
Financial advisor at Strategic Advisers
Bryan Clapham is a fiduciary financial advisor in Cumming, Georgia, with 15 years in the industry. After three years at Fidelity Personal and Workplace Advisors and two years at Invesco Advisers, Bryan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Bryan holds the CFP® designation.
One of 165 advisors with offices in Cumming, and one of 151 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficeCumming, GA
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2020 – Apr 2022Invesco Advisers, Inc.Previously
- Sep 2018 – Sep 2020Round Table Capital ManagementPreviously
- 2011 – 2017USAA Financial Planning ServicesPreviously
Contact Bryan
Cumming, GAOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs 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.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call Strategic Advisers at (617) 563-7000 and ask for Bryan Clapham. Bryan works from the Cumming, GA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2011, about 15 years. Top 25% 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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