A complete list of active advisors currently associated with Bragg Comer Financial Advisors, LLC

Warmer can help you find a great advisor at Bragg Comer Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bragg Comer Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.