Frisco, TX Office
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Brindle & Bay Financial Advisors, LLC
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Firm-wide stats for Brindle & Bay Financial Advisors, LLC
About
Brindle & Bay provides ongoing financial planning and discretionary portfolio management for individual and high‑net‑worth clients, generally focusing on tailored strategies tied to each client’s goals, risk tolerance and time horizon. The firm charges asset‑based fees and typically requires about $1,000,000 in assets to start an advisory relationship, although that minimum may be waived in certain cases.
The firm’s investment process begins with an asset allocation framework and uses dynamic weighting in its model portfolios, supplemented by longer‑term purchase strategies when appropriate. Brindle & Bay uses a third‑party model provider, Advisor 123, for model design and testing but retains discretion for implementation, monitoring and rebalancing of client accounts.
Noteworthy distinctions include that the firm’s owner is also an independent insurance agent and may recommend commission‑based insurance products as part of financial planning, a practice the brochure identifies as creating a potential conflict of interest. The firm also recommends and requires custody with a particular broker‑dealer/qualified custodian and discloses the owner’s personal investment in that custodian’s parent company, describing periodic reviews and documented measures to address that conflict.
Expertise
Location
5899 Preston Rd, Ste. 1103
Frisco TX 75034
Advisors at this office
2
Advisors at this office
Tori T
Series 65
Frisco, TX
Brindle & Bay Financial Advisors, LLC
Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, holding a Series 65 credential with four years of industry experience. Prior to her current role, she worked at Belay Inc. She is also a licensed life insurance agent, providing insurance sales and policy reviews. Brindle & Bay Financial Advisors offers financial planning and discretionary portfolio management for individual and high-net-worth clients, using tailored strategies based on clients’ goals, risk tolerance, and time horizons. The firm employs a dynamic asset allocation approach and retains discretion over portfolio implementation and monitoring.
Nicolas D
CFP®, ChFC®, Series 65
Frisco, TX
Brindle & Bay Financial Advisors, LLC
Nicolas Davis is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Brindle & Bay Financial Advisors, LLC and has prior experience with Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he was involved with Candy Benefits, LLC for 16 years and Good Times Gold, LLC for 7 years. Brindle & Bay Financial Advisors provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, using tailored strategies based on client goals, risk tolerance, and time horizon. The firm utilizes an asset allocation framework with dynamic weighting and third-party model portfolios, while retaining discretion over implementation and monitoring.
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