Brio Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brio Consulting, LLC is an independent advisory firm that provides portfolio management, financial planning, and ongoing financial coaching and workshops to individuals, high‑net‑worth clients, charitable organizations, and corporations or business entities. The firm prepares an Investment Policy Statement for each client and delivers services including asset allocation, asset selection, and regular portfolio monitoring.
Brio primarily recommends ETFs and indexed funds for a majority of clients but may use a wide mix of mutual funds, equities, fixed income, real estate funds, annuities, venture capital and other alternatives when appropriate. The firm employs fundamental, technical, cyclical and quantitative analysis across both long‑ and short‑term trading, conducts at least quarterly account reviews, and states that it does not take custody of client assets or exercise investment discretion.
Noteworthy among peers, Brio explicitly lists corporations and business entities as a client type, and it offers an ongoing financial coaching program with periodic follow‑ups and unlimited email/phone support alongside planning services. The brochure reports zero assets under management as of September 2026 and discloses that Brio may direct clients to third‑party advisers and receive a fee share for those referrals, which it identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees for financial plans and workshops between $250 and $2,500.
$0 - $500,000: 0.90% $500,001 - And Up: 0.75%
$125 to $225 per hour for financial planning services.
Financial coaching fees between $50 and $150 per month.
Main office
Austin TX
Advisors at this office
1
Most active in
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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