Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew B
CFP®, Series 65
Greer, SC
Brindle & Bay Financial Advisors, LLC
Andrew Bencivenga is a CFP® with five years of industry experience, currently affiliated with Brindle & Bay Financial Advisors, LLC. His prior experience includes work with Magni Publicani, LLC and Bona Fide Finance. Outside of investment advising, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on customized strategies aligned with clients’ goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supported by third-party model design, retaining discretion over implementation and account management.
Nicholas S
CFP®, Series 65
Monona, WI
Brindle & Bay Financial Advisors, LLC
Nicholas Simonson is a CFP® with two years of industry experience, currently serving as a financial advisor at Brindle & Bay Financial Advisors, LLC. His prior roles include positions at Financial Impact Advisors, CWM, LLC, and Madison Wealth Partners, Inc. Brindle & Bay Financial Advisors provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on tailored strategies aligned with each client’s goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supplemented by longer-term purchase strategies and retains discretion over implementation and monitoring.
Tori T
Series 65
Frisco, TX
Brindle & Bay Financial Advisors, LLC
Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, holding a Series 65 credential with four years of industry experience. Prior to her current role, she worked at Belay Inc. She is also a licensed life insurance agent, providing insurance sales and policy reviews. Brindle & Bay Financial Advisors offers financial planning and discretionary portfolio management for individual and high-net-worth clients, using tailored strategies based on clients’ goals, risk tolerance, and time horizons. The firm employs a dynamic asset allocation approach and retains discretion over portfolio implementation and monitoring.
Nicolas D
CFP®, ChFC®, Series 65
Frisco, TX
Brindle & Bay Financial Advisors, LLC
Nicolas Davis is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Brindle & Bay Financial Advisors, LLC and has prior experience with Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he was involved with Candy Benefits, LLC for 16 years and Good Times Gold, LLC for 7 years. Brindle & Bay Financial Advisors provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, using tailored strategies based on client goals, risk tolerance, and time horizon. The firm utilizes an asset allocation framework with dynamic weighting and third-party model portfolios, while retaining discretion over implementation and monitoring.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters