Brio Financial Group fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Brio Financial Group charges a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“Flat fees will not exceed $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brio Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will be deducted from Client account(s) by BFG and/or the chosen Sub-Adviser or SMA.”
- “In rare cases, BFG will agree to directly invoice.”
- “Clients will be invoiced directly for the fees.”
How Brio Financial Group’s fees compare
- Its flat or project fee of $25,000 is above the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
- 30 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About Brio Financial Group
“Our firm provides a variety of standalone financial planning services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Our firm provides clients with a summary of their financial situation, and observations for financial planning engagements.”
- Firm size: 21 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 800
- Employees
- 21
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,057,978,008
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289889
- Phone
- (415) 623-2450
Can advise clients in 16 states: California, Colorado, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Hampshire, New Jersey, Nevada, New York, Oregon, Pennsylvania, Texas, Virginia, Washington
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.