Brick Street Financial

Brick Street Financial, LLC is a state-registered investment adviser that provides portfolio management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm reports about $358,892 in assets under management and primarily charges asset‑based advisory fees while also offering financial planning on fixed‑fee or hourly terms.

The firm’s investment approach combines fundamental security analysis with asset‑allocation and passive index strategies, and it may engage sub‑advisors or outside managers whose holdings and performance the firm monitors. For managed accounts the adviser typically operates under discretionary authority (via a limited power of attorney) and delivers written or electronic financial plans tailored to client objectives.

Noteworthy distinctions include an affiliation with an in‑house law practice focused on estate and elder law, with the firm referring clients to that affiliated legal entity (a relationship the brochure discloses as a potential conflict of interest). The adviser is a single‑adviser, small‑asset firm whose principal divides time among the advisory business, an affiliated law practice, insurance sales and other professional activities, and it explicitly offers hourly planning engagements in addition to AUM billing — features that are uncommon among peers.