Brio Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,437,144
Total clients
27
59% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$1,608,783
About
BRIO Financial Planning is a fee-only advisory firm that provides holistic financial planning and portfolio management to individuals and families, covering areas such as cash‑flow and budgeting, retirement and education planning, investment allocation, insurance, estate planning, and tax planning with tax return preparation. Engagements are offered as an ongoing Open Retainer (annual fixed fee plus an initial onboarding fee) or as narrower Custom Project engagements for single-topic work.
The firm emphasizes individualized, goals‑based planning and typically implements investment recommendations on a non‑discretionary basis, obtaining client approval for each trade and conducting annual account and plan reviews. When appropriate, BRIO will recommend an unaffiliated independent manager (Asset Dedication) to manage portions of client assets with discretionary authority under a separate agreement.
BRIO is distinctive among independent advisors in that nearly all of its reported assets (approximately $36.7 million) are managed non‑discretionarily and the firm itself does not use a percentage‑of‑AUM fee model, instead relying on tiered fixed retainer fees; third‑party managers, when engaged, may charge AUM‑based fees separately. The firm also includes tax preparation in its retainer scope, operates without accepting commissions or referral fees, and the principal holds CFP® and Enrolled Agent credentials and participates in fee‑only and tax professional organizations.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
General retirement planning
Cash flow / budgeting
Occupation focus
Self-Employed
Fee options
Initial onboarding fee ranges from $1,500-$4,000; Custom Project fees are flat fees paid half upfront and half upon completion.
Below $1,000,000 - $1,000,000: $6,000 annual fixed fee $1,000,000 - $2,000,000: $8,500 annual fixed fee $2,000,000 - $3,000,000: $12,500 annual fixed fee Over $3,000,000+: $17,000 annual fixed fee
Minimum fee: Annual fixed fees ranging from $6,000 to $17,000 based on investable assets tiers Fee-only: Fixed annual fees plus initial onboarding fee and possible additional tax-related fees; no commissions or product sales.
Main office location
Brio Financial Planning
1073 Hancock St. #101
Quincy MA 02169, United States
Number of offices
1
Most active in
Brio Financial Planning has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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
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