Brava Financial is an advice-only firm, meaning it only receives compensation from clients for its services, excluding asset management and product sales. Brava Financial provides financial planning services to evaluate a client's current and future financial state. Services are offered on an ongoing, project-based, or hourly basis. Brava Financial may recommend third-party professionals, but clients are not obligated to use them.
Fee Structure
Brava Financial offers ongoing financial planning for a recurring fixed fee, ranging from $5,000 to $15,000 annually, paid quarterly. The fee depends on the client's needs, complexity, time, research, and resources required. For Washington state clients, the initial plan construction fee is based on an hourly rate of $450, with annual fees ranging from $5,000 to $15,000, also based on the $450 hourly rate.
Brava Financial offers project-based financial planning for a fixed fee ranging from $3,000 to $15,000, or an hourly rate of $450. The fee depends on the client's needs, complexity, time, research, and resources required. For Washington state clients, project-based planning is offered at an hourly rate of $450, billed in 15-minute increments.
