# BRIO FINANCIAL PLANNING

BRIO FINANCIAL PLANNING of PRESCOTT, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 159180
- Type: SEC-registered investment adviser
- Location: 646 S. RANCHO VISTA DRIVE, PRESCOTT, AZ, 86303
- Phone: 617-934-0419
- Latest filing: 2026-06-25
- Regulatory AUM: $43.4M
- Non-discretionary AUM: $43.4M
- Clients: 1
- Accounts: 105

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159180/similar
- Related entities: https://search.stillhousedata.com/firm/159180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159180

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.