A complete list of active advisors currently associated with Braziel & Associates, LLC

Warmer can help you find a great advisor at Braziel & Associates, LLC or one who fits your needs even better.

Braziel & Associates provides comprehensive business succession, estate transfer and financial planning to individual clients, professionals, employee groups, business entities, trusts, estates and charitable organizations. Like many supported firms, it works with individual and high‑net‑worth clients but focuses its practice on planning rather than investment account management. The firm’s service model is planning‑centric and analytical: it prepares customized plans using commercially available software and bills on an hourly and retainer basis, with clients free to implement recommendations through their chosen brokers or agents. Braziel & Associates does not take custody of client assets, does not manage client portfolios on a discretionary or nondiscretionary basis, and does not participate in wrap fee programs. Notable distinctions disclosed in the brochure include affiliations and licensing that can affect implementation choices — the advisory practice is connected with an independent broker‑dealer relationship and the firm’s representatives also hold insurance and real estate broker licenses, with the potential to receive commissions on securities, insurance and real estate transactions. The firm also discloses limited ongoing account review practices and a compensation model that does not rely on percentage‑of‑assets fees, which differs from the common AUM‑based approach used by many peers.

To learn more about the advisors currently working at Braziel & Associates, 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.

Name	Location	Years of experience
James Braziel	Roseville, CA	33

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