Greenbrier Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenbrier Financial, L.C. serves individual and high-net-worth clients with wealth management and financial planning, offering ongoing portfolio management as well as project-based planning and tax preparation services. The firm’s service menu also includes business planning, cash flow and debt management, retirement and college planning, insurance review, and risk-management advice.
The firm operates on a fee-only basis and builds portfolios using asset-allocation principles informed by Modern Portfolio Theory, combining passive and active investments as appropriate and generally managing accounts on a discretionary basis while allowing clients to impose reasonable written restrictions. Accounts are reviewed on a quarterly schedule and the firm executes trades on an individual basis rather than through aggregated block trading; custodial statements are used for client reporting.
Noteworthy features include the firm’s formal LLC structure and a practice history dating back to 2009 with recent RIA registration, and—at the time of its ADV filing—it reported no assets under management or clients. Unlike many small independent advisers, the firm does not operate as a solo practitioner and provides in-house tax preparation supported by the principal’s CFP® and Enrolled Agent credentials.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $2,500 to $30,000
$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.5% $3,000,001+: 0.3%
$300/hour for Project-Based Financial Planning
Account minimum: $250,000 Fee-only: Project-Based Financial Planning fees: fixed fee $2,500 to $30,000; hourly rate $300/hour
Main office
Roanoke VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Greenbrier Financial · Greenbrier Financial, L.C.
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
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