A complete list of active advisors currently associated with Brice Financial Advisors Inc

Warmer can help you find a great advisor at Brice Financial Advisors Inc or one who fits your needs even better.

Brice Financial Advisors Inc serves individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, comprehensive planning sessions, and assists with opening and procuring Individual 401(k) plans and IRAs, with both discretionary and nondiscretionary arrangements available. The firm follows a value/yield investment approach that relies primarily on fundamental, bottom-up analysis while incorporating technical and cyclical macro considerations. Dividend yield is a central selection metric (the brochure specifies minimum and sell-yield thresholds), and the firm also applies a conservative fixed‑income protocol emphasizing short laddered durations and low portfolio turnover. Distinctive features include an affiliation with an insurance brokerage through which the firm’s principal is licensed to sell life, health, and annuity products (clients are informed they are under no obligation to use those services). The firm also explicitly offers pension consulting and Individual 401(k) procurement services and runs paid educational planning sessions and ongoing educational support, while managing roughly $2.35 million for about two dozen clients and using Interactive Brokers as its required custodian.

To learn more about the advisors currently working at Brice Financial Advisors Inc, 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
Alexander Nelson	Miami, FL	9

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