Brilliant Financial Advisors LLC

Overview

Brilliant Financial Advisors LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm’s advisory activity centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible: the firm can charge a percentage of assets under management, hourly fees, fixed fees, and performance-based fees, indicating it tailors billing to client needs and project scope. Investment activity appears concentrated in pooled public vehicles rather than direct stock picking. The firm is not an active ESG investor and is not registered as a multi-state adviser. Industry affiliation includes an insurance company relationship, which dovetails with the firm’s use of annuities as part of client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices