BRAZIEL & ASSOCIATES, LLC

Overview

Braziel & Associates, LLC is structured as a limited liability company owned by an individual and is positioned as a financial planning practice rather than an asset-management firm. The firm’s listed advisory activity is financial planning services and it bills clients on an hourly basis. Regulatory-classification fields in the source are unclassified, and the firm is not identified as a multi-state adviser, pension consultant, capital allocator, related adviser, or active ESG investor. The data suggests a boutique, fee-for-service planning model focused on advice rather than custody or discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices