Brynna Wilson is a registered investment advisor at Citrine & Gold LLC, based in Denver, CO, with 7 years of industry experience. Brynna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4045 Pecos St, Suite 210-15, Denver, CO, 80211
Get directionsHistory
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 ActivitiesSells Insurance
Brynna is a passive investor in an energy solutions consultancy and owns rental real estate. She is also a board member for a non-profit and sells insurance products through outside insurance carriers and under the DBA Citrine & Gold LLC, dedicating a few hours per week to these insurance activities.
Employment History
Current Registrations
Citrine & Gold LLC
Previous Registrations
Women's Wealth Boutique
Women's Wealth Boutique
Nylife Securities LLCBroker
State Registrations1 state
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.