Brio Financial Planning

Overview

Brio Financial Planning is a single-owner, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients on an hourly or fixed-fee basis rather than a traditional AUM fee schedule. Brio reports non-discretionary relationships for the assets it manages and is not structured as a capital allocator. The adviser does not describe itself as an active ESG investor and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives