Bria Comer is a CFP-designated registered investment advisor at Adviceone Advisory Services, LLC, based in Glastonbury, CT, with 9 years of industry experience. Bria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,345 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,345 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$25K

AdviceOne Advisory Services charges a maximum annual fee of 2.00% for portfolio management services. The exact fee depends on factors like the amount of assets managed, the complexity of the services, and the overall relationship with AdviceOne. More complex relationships may be charged a higher fee.

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Location

100 Western Boulevard, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bria is involved with JF Comer Landscape Design LLC, handling organization, administration, and customer service, dedicating about 10-20% of her time. She also works as an independent consultant for BeautyCounter, advertising beauty products for sale and spending a few hours per week on this activity.

Employment History
Current Registrations
Adviceone Advisory Services, LLC
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ssn Advisory, INC.
March 2018 - January 2019 · 10 mos
Securities Service Network, LLCBroker
March 2016 - December 2019 · 3 yrs 9 mos
State Registrations1 state
CT
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.