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Gene Elliott

Brio Financial Group
26 Years of Experience
San Francisco, CA
Sells Insurance
View SEC Summary
View SEC Summary

Gene Elliott is a registered investment advisor at Brio Financial Group, based in San Francisco, CA, with 26 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 804 clients with $1.1B in assets under management.

Brio Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
804 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee will not exceed 2.00%. Fees are negotiable and billed monthly in advance based on average daily value.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

19 Sutter Street, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gene has been an insurance agent since 2009. He also spends minimal time as a product reviewer on YouTube since 2022.

Employment History
Current Registrations
Brio Financial Group
October 2017 - Present · 9 yrs
Previous Registrations
Ameriprise Financial Services, INC.
August 2015 - October 2017 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 2015 - October 2017 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
September 2009 - August 2015 · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2007 - February 2009 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
October 2003 - April 2007 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
October 2003 - July 2006 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
January 1997 - March 2001 · 4 yrs 2 mos
American Express Financial Advisors INC.Broker
January 1997 - March 2001 · 4 yrs 2 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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