A complete list of active advisors currently associated with Brio Consulting, LLC

Warmer can help you find a great advisor at Brio Consulting, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Brio Consulting, 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
Lena Banks	Austin, TX	10

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