Sarasota, FL Office

Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to individuals, families, trusts and estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm delivers ongoing investment advisory services, tax-aware portfolio management, and coordinates with clients’ other professionals while custody is maintained at independent custodians.

The firm describes a technology-driven, high-efficiency service model that emphasizes a strategic asset-allocation approach, global diversification, disciplined rebalancing, and minimizing costs and emotional reactions to markets. Portfolios generally use mutual funds and ETFs and may include individual equities, fixed income, options, margin and private investment funds when appropriate; the firm also uses sub-advisors and third‑party platforms for certain held-away retirement assets.

Compared with many peers, Brilliant Advice manages a substantial asset base with a relatively small advisory team and a modest client roster, and it uses a third‑party order-management platform (Pontera) to facilitate discretionary management of held‑away retirement participant accounts. It also offers a separate low-fee schedule for charitable entities, makes use of a service that assists clients with class‑action claims filings, and disclosed an April–May 2026 administrative consent order with the Kentucky Department of Financial Institutions related to a registration oversight (resolved with an administrative fine and without client harm).