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Bryan Joseph Costin

Investment adviser representative at Journey Wealth Management
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Journey Wealth ManagementAug 2022 to now
  2. Beacon Financial Advisory LLCAug 2015 to Aug 2022
  3. Lincoln InvestmentJun 2012 to Aug 2022
  4. Beacon Financial PlannersMar 2008 to Aug 2022
  5. Costin & Company, CpaNov 2001 to Aug 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (OH).

Journey Wealth Management

Legal name: Fsm Wealth Advisors, LLC

$1.4BAssets managed
879Clients
16Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4494532
Firm CRD
298904
Advisor's SEC record (opens in a new tab)
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