Brilliant Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brilliant Financial Advisors LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and business clients. The firm documents client goals and risk tolerance in written investment policy statements and delivers tailored portfolio management alongside one-time or negotiated financial planning engagements.
The firm’s investment approach draws on fundamental analysis, modern portfolio theory, and technical analysis, and it implements both long- and short-term trading strategies, including the use of margin and short sales, as well as mutual funds, ETFs, equities, and annuities. BFAL typically seeks discretionary trading authority, monitors accounts periodically, and delivers account reporting through custodian statements.
Noteworthy features that distinguish the firm from many peers are its acceptance of performance‑based advisory arrangements for accredited clients using a high‑water‑mark mechanism, and that the firm’s principal is a licensed insurance agent who offers insurance products (including annuities) and may receive commissions—conflicts related to those activities are disclosed and reviewed. The firm also requires clients to custody assets with specified institutional custodians and may receive research or other services from those custodians, which can affect broker selection.
Client services
Expertise
Fee options
Between $50 and $10,000 for financial planning
1.50% annually
Between $50 and $500 per hour
Annual fee of 2.00% of AUM plus 20% performance fee on capital appreciation for accredited clients
Main office
Bennington NE
Advisors at this office
1
Most active in
Iowa · Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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