Advisor at Brilliant Financial Strategies LLC
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Firm
Brilliant Financial Strategies LLC
Location
Waco, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Clode Moradi is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Brilliant Financial Strategies LLC. His prior experience includes roles at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance Company. He is also a member of ISMART, LLC, a consulting role related to life, disability, and long-term care insurance. Brilliant Financial Strategies LLC provides portfolio management, financial planning, and pension consulting services to individuals and business clients. The firm employs a modern portfolio theory approach with a long-term horizon, emphasizes documented risk tolerances, and offers specialized tax-oriented and pension consulting services alongside standard portfolio management.
Based on Brilliant Financial Strategies LLC
Based on Brilliant Financial Strategies LLC
Fixed fees for pension consulting plans ranging from $3,000 to $100,000.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%
Hourly fees for pension consulting services between $200 and $500 per hour.
Financial planning packages offered as monthly fees: Option 1 ($175-$300/month), Option 2 ($350-$550/month), Option 3 ($600-$2000/month).
Minimum fee: For accounts under $20,000, minimum fee of $300 or 1.5%, whichever is greater. Fee-only: Financial planning packages ranging from $175 to $2000 per month; hourly pension consulting fees between $200 and $500 per hour; fixed pension consulting fees between $3,000 and $100,000.
Waco, TX
California · Texas
Brilliant Financial Strategies LLC
2018 - Present (8 years)
Eagle Strategies (NY Life)
2011 - 2018 (7 years)
Clode Moradi Inc.
2011 - Present (15 years)
Nylife Securities Inc.
2004 - 2018 (14 years)
NEW YORK LIFE INSURANCE COMPANY
2004 - 2018 (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Waco, TX
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CFP®, Series 63
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Series 63, Series 65
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Series 65
Robinson, TX
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