Bragg Comer Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bragg Comer Financial Advisors, LLC provides fee-only investment management to individuals, trusts, and estates, with particular emphasis on clients who are managing retirement plans or are already retired. The brochure reports the firm manages about $9.3 million across a small number of client accounts and notes that individual financial planning services are no longer offered.
The firm develops client objectives through personal discussions and generally pursues long-term purchase strategies while considering risk tolerance, tax implications, and retirement planning in portfolio design. The brochure also describes operational practices around trade execution and custody—naming Charles Schwab as the sole custodian—and contains inconsistent statements about account authority, with one section saying accounts are managed non-discretionarily and another stating the firm has investment discretion over client accounts.
Distinctive features include a single, CFP-certified adviser who reports no other financial industry affiliations or outside compensation and who self-supervises the firm’s compliance. The firm also offers project-based or hourly engagements in addition to ongoing management, discloses no solicitor agreements or referral arrangements, and highlights a past Women’s Choice Award recognition; prospective clients may want to clarify the noted discretion and trade-aggregation practices described in the brochure.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for projects determined and agreed upon at the start based on complexity and hours.
$0 - $500,000: 0.9% $500,001 - $1,000,000: 0.8% $1,000,001 - $1,500,000: 0.7% $1,500,001 - $2,000,000: 0.5% $2,000,001 - $2,500,000: 0.4% $2,500,001+: 0.3%
Starting at $200 per hour for fixed project fees based on hourly work.
Fee-only: Fee only investment advisor; no commissions or performance-based fees.
Main office
Plano TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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