A complete list of active advisors currently associated with Brickley Wealth Management
Warmer can help you find a great advisor at Brickley Wealth Management or one who fits your needs even better.
Brickley Wealth Management provides comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third‑party money managers for individuals (including high‑net‑worth clients), trusts, pension and profit sharing plans, and business entities. The firm serves clients through ongoing monitoring, rebalancing, and the ability to manage held‑away retirement accounts via a third‑party platform, and requires a minimum account balance for its comprehensive management service. The firm’s investment process blends modern portfolio theory with a mix of active mutual funds and active and passive ETFs, ESG screening, fundamental and cyclical analysis, and periodic manager due diligence, all implemented with a long‑term, diversified horizon. Brickley emphasizes due diligence of third‑party managers (including review of holdings, concentrations and leverage), uses Schwab Advisor Services as its primary custodian, and allocates uninvested cash to Schwab cash sweep vehicles. Noteworthy characteristics disclosed in the brochure include an affiliated accounting firm, Brickley & Company, CPA Inc., whose CPAs provide separate tax preparation and estate tax planning services, and a firm representative who is licensed as an insurance agent/broker (with disclosure that no compensation is received from insurance product sales). The firm also publishes client testimonials and case studies on its website and reports managing over $824 million in discretionary assets, a scale that is larger than typical for a multi‑adviser team.
To learn more about the advisors currently working at Brickley Wealth Management, 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.
You can also browse Brickley Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
San Mateo, CA
| 18
| |
San Mateo, CA
| 11
| |
San Mateo, CA
| 27
| |
San Mateo, CA
| 7
| |
Elk Grove, CA
| 2
| |
San Mateo, CA
| 3
|
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