Brava Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
104
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
104
Average account size
$0
About
Brava Financial is an independent, advice‑only registered investment adviser that provides comprehensive financial planning to its approximately 104 clients, including high‑net‑worth individuals, charitable organizations, and businesses. Services are delivered through ongoing, project‑based, or hourly engagements and the firm does not sell financial products or accept sales commissions.
The firm emphasizes holistic planning across business planning, cash‑flow and debt management, retirement and estate planning, insurance, tax strategies, and investment analysis; clients receive written financial plans and quarterly reviews. Brava coordinates with third‑party attorneys, accountants, and custodians when needed and provides implementation advice, but it does not execute trades, custody client assets, or provide discretionary portfolio management.
Distinctively, the brochure reports $0 in assets under management and the firm does not charge percentage‑of‑assets fees, relying instead on fixed, project, or hourly planning arrangements. The firm’s principal holds CFP® and CDFA® credentials and highlights work with business owners and divorce‑related financial analysis, reflecting a focus on higher‑net‑worth and institutional clients rather than mass‑market retail accounts.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-Based Financial Planning fixed fees range from $3,000 to $15,000; Ongoing Financial Planning initial fee up to $10,000 (may be waived or reduced).
Hourly rate is $450/hour (effective March 1, 2026) for financial planning services.
Fee-only: Ongoing Financial Planning annual fees range from $5,000 to $15,000, paid quarterly in arrears; Project-Based Financial Planning fixed fees range from $3,000 to $15,000; Hourly fee rate is $450/hour.
Main office location
Brava Financial
San Diego CA, United States
Number of offices
1
Most active in
Brava Financial has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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