A complete list of active advisors currently associated with Brilliant Advice, LLC

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

Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, trusts, estates, family businesses and charitable organizations, delivering financial planning, portfolio construction and ongoing portfolio oversight. Services include tax-aware portfolio management, coordinated planning with other professionals, and client access to an online portal for reporting and document storage. The firm’s investment approach emphasizes long‑term, globally diversified strategic asset allocation implemented primarily with mutual funds and ETFs, disciplined rebalancing, cost control and tax-aware techniques such as tax‑loss harvesting and asset location; third‑party managers or private funds may be used where appropriate. Accounts are typically managed on a discretionary basis with regular reviews and communications, and the firm states a preference for minimizing emotion and forecasting in investment decisions. Distinctive features for a firm of its size include managing several hundred million dollars of regulatory assets with a two‑advisor team and roughly a hundred clients, resulting in a relatively high AUM‑per‑advisor ratio. Brilliant Advice also uses specialized third‑party arrangements — including a third‑party order management platform for held‑away retirement plan assets and a third‑party service to monitor and file class‑action claims — maintains a reduced charitable pricing option, does not accept commissions or 12b‑1 payments, and leaves proxy voting with clients.

To learn more about the advisors currently working at Brilliant Advice, 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.