Brinker Financial provides financial planning services tailored to individual client needs. These services can include comprehensive written financial plans or consultative planning on specific topics. Brinker Financial gathers information about your financial situation and goals, then provides recommendations to help you achieve them. You can accept or reject these recommendations and are free to choose any firm to implement them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services - Fixed fee ranging from $150 to $5,000 or an hourly fee of $250. The fee depends on the scope and complexity of the plan, your situation, and your financial objectives.
One-Time Plan:$150 - $5,000
Hourly Rate:$250/hr
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