A complete list of active advisors currently associated with Brisbois Capital Management LLC

Warmer can help you find a great advisor at Brisbois Capital Management LLC or one who fits your needs even better.

The firm serves individuals, trusts, estates, charitable organizations and small business entities, providing discretionary and non‑discretionary portfolio management alongside financial planning and consulting. It also offers tax preparation and tax‑related services and makes insurance product recommendations as part of its broader advisory offering. Investment approach centers on strategic asset allocation with passively managed index and ETF exposures as core holdings and selectively used active funds, supported by fundamental, technical, cyclical and charting analysis. Client relationships are tailored through documented financial plans and risk assessments, and the firm uses planning software to model outcomes while monitoring and rebalancing portfolios as appropriate. Noteworthy aspects disclosed in the brochure include that the firm’s principal is also a registered representative who offers commissionable securities through an independent broker‑dealer and receives commissions and 12b‑1 fees, and that the firm provides tax preparation services through the same entity. The principal is additionally a licensed insurance agent in multiple states and the firm discloses referral arrangements with a third‑party advisor for certain retirement account work; these affiliations and revenue sources are identified as potential conflicts of interest in the brochure.

To learn more about the advisors currently working at Brisbois Capital Management 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
Todd Brisbois	Wilmington, MA	25

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support