UBS Financial Services
47yrs
Top 1% by experience in Atlanta
16yrs
Bryan Walls is a fiduciary financial advisor in Atlanta, Georgia, with 16 years in the industry. After five years at Wealth Enhancement Advisory Services and two years at Joyn Advisors, Bryan joined HB Wealth in 2025, a firm offering financial planning, investment management, and private fund management. HB Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 67% of advisors at HB Wealth
Office3550 Lenox Rd NE Suite 2700, Atlanta, GA 30326
FirmHB Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.83 million
Advisors at the firm167
States licensed ?1 state
Services through HB Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther 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
- Sep 2025 – nowHB WealthCurrent firm
- 2020 – 2025
- Jun 2018 – Apr 2020Joyn Advisors, Inc.Previously
- Sep 2017 – Apr 2018Personal Capital Advisors CorporationPreviously
- 2013 – 2017Strategic Advisers LLCPreviously
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
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About Bryan
How do I contact Bryan?
Call HB Wealth at 404-264-1400 and ask for Bryan Walls. Bryan works from the Atlanta, GA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2011, about 16 years. More experience than 67% of advisors at HB Wealth.
What licenses does Bryan hold?
Series 63, Series 65. 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?
HB Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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