Advisor at Citrine & Gold LLC
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Firm
Citrine & Gold LLC
Location
Denver, CO 80211
Credentials
Series 63, Series 65
Industry experience
7 years
Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.
Based on Citrine & Gold LLC
Based on Citrine & Gold LLC
Fixed fees for financial planning range from $2,500 to $4,750; fees are negotiable.
$0 - $250,000: 1.7% $250,001+: 1.0%
$200.00 per hour for financial planning services; fees are negotiable.
4045 Pecos St, Suite 210 15
Denver, CO 80211
Colorado
The Sauna Room
2023 - Present (3 years)
Women's Wealth Advisor DBA Women's Wealth Boutique
2022 - 2023 (1 year)
Citrine & Gold LLC
2021 - Present (5 years)
NYLIFE Securities, LLC
2017 - 2022 (5 years)
New York Life Insurance Company
2017 - 2022 (5 years)
Rei
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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