Brio Financial Planning

Overview

Brio Financial Planning operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm is owner-operated and focuses its services on individuals and families, offering financial planning and portfolio management geared toward individuals and small businesses. It charges fixed fees rather than asset-based or performance fees. Brio does not position itself as a capital allocator, does not identify as an active ESG investor, and is not reported as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices