Brilliant Financial Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,100,054
Total clients
35
66% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$631,430
About
Brilliant Financial Strategies LLC provides portfolio management, financial planning, and pension consulting services to individual clients as well as business and retirement-plan clients. The firm manages roughly $22.1 million in discretionary assets and also delivers both one-time and ongoing planning, including a real estate cost segregation tax-planning offering.
The firm’s investment approach is grounded in modern portfolio theory and a long-term trading horizon, with each client documented by an Investment Policy Statement and regular portfolio monitoring and quarterly reporting. Advisors typically seek discretionary authority to implement asset allocation using mutual funds, equities, ETFs, and fixed income (including inflation-protected securities), and emphasize tailoring portfolios to documented risk tolerances.
What is distinctive about this firm compared with many solo independent advisers is its formal ties to accounting and insurance-related businesses and the inclusion of accountants among related personnel, in addition to actively providing pension consulting to 401(k) and other pension/profit-sharing plans—services that are less common among peers. The firm also reports $10 million in assets under advisement and offers specialized tax-oriented services, indicating a mix of advisory and consulting work beyond standard individual portfolio management.
Client services
Expertise
Occupation focus
Fee options
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.
Main office location
Brilliant Financial Strategies LLC
Waco TX, United States
Number of offices
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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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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
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