BRIO FINANCIAL PLANNING

Overview

Brio Financial Planning is a small, independent registered investment adviser operating as a sole proprietorship that focuses on individuals and families, including small-business owners. The firm delivers financial planning and portfolio management on an advice-first, non-discretionary basis — recommendations are made by the adviser and executed with client approval. Fee arrangements are oriented toward fixed-fee and hourly engagements rather than percentage-based asset fees, which aligns the firm with clients seeking planning-focused relationships rather than model-driven discretionary management. Investment activity centers on widely used public fund vehicles and separately managed account structures, with supplemental allocations to third-party alternative managers for clients who qualify. Brio is not positioned as a capital allocator that sources or sponsors proprietary alternative funds; instead it incorporates outside private equity and real estate funds into client portfolios when appropriate. The firm does not position itself as an ESG-specialist and operates primarily under a straightforward planning-and-advice mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices