Brianna Conn is a CFP-designated registered investment advisor at Childfree Wealth, based in Denver, CO, with 3 years of industry experience. Brianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Childfree Wealth bundles investment management together with comprehensive financial planning. The combined service costs between $10,000 and $15,000 per year, paid quarterly in advance, and this fee is subject to a 3% annual inflation adjustment.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brianna is the owner of 46 Blu, dedicating about half of her time to this activity.
Employment History
Current Registrations
Childfree Wealth
State Registrations2 states
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Exams
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