Brio Financial Planning
Firm details
- Headquarters
- Prescott, Arizona
- CRD number
- 159180
- Website
- briofp.com
- Custodians
- ALTRUIST FINANCIAL LLC, TIIA=CREF
- Fee structure
- Fixed Fees
- Client types
- HNWI87.65%
- Individuals12.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- US Government Bonds11%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Contacts
1 of 1
Michelle Morris
OwnerCRD 6012194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Prescott, AZ
Yavapai
Location
Prescott, AZ
Headquartered in Prescott, AZ, in the West of the United States.
- Region
- West
- County
- Yavapai
- Address
- 646 S Rancho Vista Dr
- Time zone
- MT (UTC-7)
- Office locations
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