Emily Nilsson is a CFP-designated registered investment advisor at Brava Financial, based in San Diego, CA, with 33 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
Brava Financial charges a recurring fixed fee for ongoing financial planning, ranging from $5,000 to $15,000 annually, paid quarterly in arrears. This fee covers:
- Initial construction of a comprehensive financial plan
- Ongoing monitoring and plan updates as your situation and goals evolve
- Regular meetings and in-depth communication
- Guidance across retirement, tax, estate, and cash flow planning
- Project-based financial planning — $3,000 to $15,000 fixed fee or $450 per hour depending on the scope and complexity of your specific questions
- Hourly consulting — $450 per hour billed in arrears (or in 15-minute increments for Washington clients) for on-demand financial advice
Contact
Emily Nilsson
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Emily occasionally speaks at industry events and receives compensation or reimbursements. This activity is not targeted at advisory clients and takes up about 10-20% of Emily's time.
Employment History
Current Registrations
Brava Financial
Previous Registrations
Facet Wealth, INC
Calton & Associates, INC.Broker
Calton & Associates, INC.
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts, IncorporatedBroker
Capital Analysts Incorporated
Metlife Securities INC.
Metlife Securities INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Manulife Wood Logan, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi! I’m Kelly Nilsson, founder of Brava Financial, LLC - a flat-fee, advice only financial planning firm. At Brava, I help people who seek clarity and confidence when it comes to their finances.
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