Bricker Financial

Overview

Bricker Financial is a small, privately owned advisory firm organized as a limited liability company that acts as a capital allocator for its clients. The firm focuses on fee-based advisory work, charging a percentage of assets under management alongside other fee arrangements. Its primary service set includes financial planning and discretionary portfolio management for individuals and small businesses, plus selection of sub-advisers and educational seminars and workshops. In practice Bricker Financial appears to run client portfolios with a discretionary mandate, and it relies on external managers and pooled vehicles as part of its implementation toolkit. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser, which suggests its business and regulatory footprint are concentrated within a single state. The firm also lists an industry affiliation with accounting professionals, indicating coordination with tax and accounting advisors for client work.

Assets & Accounts

Investments & Alternatives

Location & Offices