Brio Financial Planning fees and pricing

Financial planner in Prescott, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 16, 2026, Brio Financial Planning charges an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,000/yr; “At each tier level of the Open Retainer fee schedule there is an additional $1,000/year charge if the client has selfemployment income requiring additional services such as additional tax reporting, customized quarterly tax estimates, evaluating/setting up self-employed retirement plans and addressing cash flow…”

Payment and refund terms, quoted from the fee section of the brochure.

“The onboarding fee is due and payable at the time of signing the Agreement and is payable by check.”
“During the initial period of service, the advisory fee is prorated based on the number of days within the initial quarter services are provided.”
“Clients may pay by check with the consent of BRIO.”

Its annual fee of $1,000 is below the Arizona median of $10,000. None of the 43 other Arizona planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“An Open Retainer engagement provides holistic/comprehensive financial planning for a fixed annual fee.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and EA.
Founded: 2011 (15 years).

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Minimum: $450 minimum fee (stated in brochure)
Clients: 27
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $43,437,144
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159180
Website: twitter.com/BrioMichelle (opens in new tab)
Phone: (617) 934-0419

Can advise clients in 1 state: Massachusetts

Is something on this page wrong or out of date?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.