Braun-Bostich & Associates Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Braun-Bostich & Associates, Inc. is an SEC-registered advisory firm that serves individuals (including high-net-worth clients), trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning and consulting, and retirement‑plan advisory services, providing ongoing portfolio supervision and periodic planning engagements.
BBA constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and, where appropriate, individual stocks, bonds or REITs; it applies both fundamental and cyclical analysis and will rebalance or trade tactically to meet client objectives or market developments. The firm frequently implements strategies through unaffiliated independent managers and uses the Vise platform as a sub‑advisor and tool for automated asset allocation, tax management, factor tilts, and rebalancing, while maintaining discretionary oversight.
What is distinctive about BBA relative to many peers is its combined use of third‑party independent managers and an automated sub‑advisor platform, plus the firm’s disclosure that it incorporates client testimonials in its advertising. BBA is a compact team of credentialed planners and advisors with formal compliance oversight and an institutional custody relationship, and it discloses that platform and manager arrangements involve separate third‑party fees and ongoing adviser oversight.
Client services
Expertise
Fee options
Financial planning fixed fees from $2,000 to $10,000 for project-based planning
$0 - $499,999: 1.35% $0 - $1,000,000: 1.10% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $35,000,000: 0.40% $35,000,001+: 0.35%
Account minimum: $500,000 (accounts under $500,000 charged a higher fee) Minimum fee: Minimum annual fee of $11,000, negotiable at Advisor's discretion Fee-only: Financial planning fixed fees ranging from $1,500 to $20,000 annually for ongoing review; project-based planning fees from $2,000 to $10,000
Main office
1600 Ashwood Drive, Ste 1601
Canonsburg PA 15317
Advisors at this office
4
Most active in
California · Florida · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Braun Bostich & Associates · Braun Bostich & Associates Inc. · Clear Vision Financial Group, Inc.
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.
Quick links
Advisors at this firm
Cassandra K
Series 66
Canonsburg, PA
Braun-Bostich & Associates Inc.
Cassandra Kirby is a financial advisor with Braun-Bostich & Associates Inc. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Braun-Bostich & Associates in 2017, she worked at Ameriprise Financial Services, Inc. for 12 years. Outside of advisory services, she owns Personal Ledgers, LLC, a tax preparation business. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on fiduciary discretionary investment management and financial planning. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other assets when appropriate.
Tammy P
CFP®, Series 66
Canonsburg, PA
Braun-Bostich & Associates Inc.
Tammy Pompei is a CFP®-certified financial advisor with nine years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, employing a primarily long-term investment approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and other holdings as appropriate.
Amy B
CFP®, Series 63
Canonsburg, PA
Braun-Bostich & Associates Inc.
Amy Braun Bostich is a CFP® professional with 35 years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. for 12 years. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm follows a primarily long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and other assets, supported by a technology-assisted subadvisor platform and regular client contact.
Douglas B
Series 66
Canonsburg, PA
Braun-Bostich & Associates Inc.
Douglas Bostich is a financial advisor at Braun-Bostich & Associates Inc. with 22 years of industry experience. He has held the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before joining Braun-Bostich & Associates in 2017. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other asset types when appropriate.
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