$43.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2012
- Office Locations
- 1
Office Locations
646 S. Rancho Vista Drive Prescott AZ
About Brio Financial Planning
Brio Financial Planning provides fee-only financial planning, unbiased investment advice, and proactive tax planning, monitoring investments, retirement, insurance, and estate considerations as needs change. Portfolios emphasize disciplined asset allocation with Dimensional Fund Advisors and ETF/index-fund implementation. The firm is led by an IRS Enrolled Agent and NAPFA member.
Team overview
57 AVG AGE
$43.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHELLE J MORRIS
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #6012194
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $43,437,144 | -- |
| Total | $43,437,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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