Be Brave Not Broke LLC

Fixed/Hourly

Be Brave Not Broke, LLC (BBNB) is a financial planning firm that does not manage investments. BBNB is compensated directly by clients for financial planning services. BBNB offers financial planning services tailored to meet clients' needs based on their desired level of involvement. BBNB may recommend third-party professionals such as attorneys, accountants, or insurance agents, but clients are not obligated to use them.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

For clients seeking a financial plan and help putting it into action and staying on track over time, fees typically range from $3,600 to $12,000 per year, paid monthly. This includes the initial plan, implementation support, regular check-ins, and annual reviews.

  • Standalone Financial Plan: For clients seeking a focused, one-time financial plan, fees range from $2,500 to $10,000, based on complexity.
  • Project-Based Financial Planning: BBNB charges an hourly fee of $300 for project-based financial planning.
Annual Retainer:$3,600 - $12,000/year
One-Time Plan:$2,500 - $10,000
Hourly Rate:$300/hr
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Location

1 Advisors at this firm

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