Brilliant Financial Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,387,156
Clients
67
Advisors
1
of 1 employees
About
Brilliant Financial Strategies LLC advises individuals, high‑net‑worth clients, and business entities, offering portfolio management, ongoing and project-based financial planning, and pension consulting for employer-sponsored plans. The firm also provides tax‑oriented real estate services, including cost segregation studies aimed at accelerating depreciation for property owners.
The firm’s investment process is grounded in Modern Portfolio Theory and a long‑term trading approach, with client objectives and risk documented in an Investment Policy Statement and many accounts managed on a discretionary basis. Advice is generally limited to mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs) and Treasury inflation‑protected securities, accounts are custodied at Charles Schwab, and client accounts are reviewed at least annually.
Noteworthy aspects include an explicit pension consulting practice for 401(k) and other employee benefit plans with fixed and hourly fee arrangements, which is less common for firms of this size, and the offering of real estate cost segregation as a tax‑planning service. The brochure also discloses an affiliation with an insurance business that will be a client of the firm and could present potential conflicts when commissionable insurance products are discussed.
Client services
Expertise
Fee options
Pension consulting fixed fees range from $3,000 to $100,000 for creating client pension plans.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Pension consulting hourly fees range from $200 to $500 per hour.
Financial planning packages charged monthly: Option 1 ($300-$500/month), Option 2 ($600-$1,000/month), Option 3 ($1,100-$2,500+/month); ongoing financial planning $250-$2,000 per month.
Minimum fee: Minimum fee for portfolio management under $20,000 is $300 or 1.5%, whichever is greater. Fee-only: Portfolio management fees based on assets under management; financial planning fees charged as monthly subscription; pension consulting hourly and fixed fees.
Main office
Waco TX
Advisors at this office
1
Most active in
California · Texas
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")