BRC Financial Planning

Overview

BRC Financial Planning is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm emphasizes financial planning and straightforward portfolio management for households and small businesses, and it offers pension consulting and the ability to select third‑party advisers when appropriate. Fee arrangements include asset‑based fees, hourly engagements and fixed fees, which aligns with a hybrid planning-plus-portfolio model rather than a large advisory platform. Investment activity is concentrated and equity‑oriented. Client mandates appear to be non‑discretionary, with the firm acting more as an allocator and planner who implements exchange‑traded positions on behalf of clients. The firm does not position itself as an ESG investor and does not operate across multiple states as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices