BRIO FINANCIAL PLANNING

BRIO FINANCIAL PLANNING of PRESCOTT, AZ is an SEC-registered investment adviser (CRD 159180). Regulatory assets under management: $43.4M.

Registration

• CRD: 159180
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search