A complete list of active advisors currently associated with Brindle & Bay Financial Advisors, LLC
Warmer can help you find a great advisor at Brindle & Bay Financial Advisors, LLC or one who fits your needs even better.
Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high‑net‑worth clients. The firm offers personalized planning and portfolio services that address retirement, cash flow, tax, estate and insurance-related matters. The firm constructs individualized portfolios using an asset‑allocation framework and a dynamic weighting strategy, primarily implementing positions through exchange‑traded funds and other pooled and individual securities, and it uses model portfolios available through its custodian’s Model Marketplace. Accounts are typically managed on a discretionary basis with periodic rebalancing and at least annual client reviews; clients may impose reasonable investment restrictions. Distinctive features disclosed in the brochure include that the firm’s owner also operates as an independent insurance agent and may recommend insurance products for commission, a relationship the firm identifies as a potential conflict of interest. The firm also discloses a referral arrangement with a third‑party adviser and the owner’s personal investment in the custodian platform it uses, each described as potential conflicts related to referrals and custody recommendations.
To learn more about the advisors currently working at Brindle & Bay Financial Advisors, 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 |
|---|---|---|
Greer, SC
| 5
| |
Frisco, TX
| 10
| |
Frisco, TX
| 3
|
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