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 is a sole-proprietorship, independent RIA owned by an individual and focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating under a fixed‑fee model rather than asset‑based or commission compensation. Brio reports itself as non-discretionary across its assets, is not positioned as a capital allocator, and does not identify as an ESG‑focused or multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Similar firms
Victory Wealth Services, LLC
RIAPrescott, AZ
Dogwood Capital Management
RIAPrescott, AZ
Yavapai Financial Planning, L.L.C.
RIAPrescott, AZ
Prescott Investor Services, Inc.
RIAPrescott, AZ
Montoya Wealth Management
RIAPrescott, AZ
Lane Brothers Investment Counsel
RIAPrescott, AZ