A complete list of active advisors currently associated with Brio Financial Planning

Warmer can help you find a great advisor at Brio Financial Planning or one who fits your needs even better.

BRIO Financial Planning is a fee-only advisory firm that provides holistic financial planning and portfolio management to individuals and families, covering areas such as cash‑flow and budgeting, retirement and education planning, investment allocation, insurance, estate planning, and tax planning with tax return preparation. Engagements are offered as an ongoing Open Retainer (annual fixed fee plus an initial onboarding fee) or as narrower Custom Project engagements for single-topic work. The firm emphasizes individualized, goals‑based planning and typically implements investment recommendations on a non‑discretionary basis, obtaining client approval for each trade and conducting annual account and plan reviews. When appropriate, BRIO will recommend an unaffiliated independent manager (Asset Dedication) to manage portions of client assets with discretionary authority under a separate agreement. BRIO is distinctive among independent advisors in that nearly all of its reported assets (approximately $36.7 million) are managed non‑discretionarily and the firm itself does not use a percentage‑of‑AUM fee model, instead relying on tiered fixed retainer fees; third‑party managers, when engaged, may charge AUM‑based fees separately. The firm also includes tax preparation in its retainer scope, operates without accepting commissions or referral fees, and the principal holds CFP® and Enrolled Agent credentials and participates in fee‑only and tax professional organizations.

To learn more about the advisors currently working at Brio Financial Planning, 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.