A complete list of active advisors currently associated with Brilliant Financial Strategies LLC
Warmer can help you find a great advisor at Brilliant Financial Strategies LLC or one who fits your needs even better.
Brilliant Financial Strategies LLC provides portfolio management, financial planning, and pension consulting services to individual clients as well as business and retirement-plan clients. The firm manages roughly $22.1 million in discretionary assets and also delivers both one-time and ongoing planning, including a real estate cost segregation tax-planning offering. The firm’s investment approach is grounded in modern portfolio theory and a long-term trading horizon, with each client documented by an Investment Policy Statement and regular portfolio monitoring and quarterly reporting. Advisors typically seek discretionary authority to implement asset allocation using mutual funds, equities, ETFs, and fixed income (including inflation-protected securities), and emphasize tailoring portfolios to documented risk tolerances. What is distinctive about this firm compared with many solo independent advisers is its formal ties to accounting and insurance-related businesses and the inclusion of accountants among related personnel, in addition to actively providing pension consulting to 401(k) and other pension/profit-sharing plans—services that are less common among peers. The firm also reports $10 million in assets under advisement and offers specialized tax-oriented services, indicating a mix of advisory and consulting work beyond standard individual portfolio management.
To learn more about the advisors currently working at Brilliant Financial Strategies 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.
Name |
Location |
Years of experience |
|---|---|---|
Waco, TX
| 23
|
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