A complete list of active advisors currently associated with Be Brave Not Broke LLC

Warmer can help you find a great advisor at Be Brave Not Broke LLC or one who fits your needs even better.

Be Brave Not Broke, LLC is a fee-only registered investment adviser that offers financial planning services to individuals and high-net-worth individuals. The firm provides comprehensive, project-based, and implementation-support planning engagements, recommends third-party professionals when appropriate, and does not manage client assets or accept custody. For investment analysis and recommendations, the firm uses fundamental and technical analysis and generally emphasizes modern portfolio theory and passive strategies; advice is delivered as written or electronic financial plans. Clients may engage standalone plans, ongoing planning with periodic check-ins, or project-based work billed hourly, and the firm does not execute trades on clients’ behalf so implementation is done through client-selected custodians. Compared with many firms in its category, the adviser operates without percentage-of-assets-under-management fees and uses fixed-fee and hourly billing options rather than the more common AUM model. The firm is led by a single principal who also operates an outside accounting/bookkeeping business that accounts for approximately 20% of the principal’s time, and the brochure discloses no receipt of third‑party compensation or performance‑based fee arrangements.

To learn more about the advisors currently working at Be Brave Not Broke LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.