{
  "crd_number": 159180,
  "slug": "brio-financial-planning-prescott-az-159180",
  "primary_business_name": "BRIO FINANCIAL PLANNING",
  "legal_name": "MORRIS, MICHELLE JEAN",
  "dbas": [],
  "city": "Prescott",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "39150",
  "metro": {
    "cbsa_code": "39150",
    "common_name": "Prescott Valley",
    "msa_name": "Prescott Valley-Prescott, AZ",
    "path": "/advisors/az/prescott-valley"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-01-17",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 43437144.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 43437144.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5365340.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 38071804.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://briofinancialplanning.com",
    "https://briofp.com",
    "https://facebook.com/BRIOMichelle",
    "https://linkedin.com/in/michelle-morris-cfp%C2%AE-ea-01107237",
    "https://twitter.com/BrioMichelle"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159180",
  "city_as_filed": "PRESCOTT",
  "url": "https://advisorcensus.com/firm/brio-financial-planning-prescott-az-159180",
  "display_name": "Brio Financial Planning",
  "summary": "Brio Financial Planning is a state-registered investment advisory firm in Prescott, AZ, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Brio Financial Planning (CRD 159180): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Brio Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brio Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Brio Financial Planning located?",
      "a": "Brio Financial Planning's principal office is in Prescott, AZ, according to its Form ADV."
    },
    {
      "q": "Is Brio Financial Planning registered with the SEC or a state?",
      "a": "Brio Financial Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159180."
    },
    {
      "q": "How much does Brio Financial Planning manage?",
      "a": "Brio Financial Planning reports $43,437,144 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Brio Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Brio Financial Planning report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159180"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/brio-financial-planning-prescott-az-159180.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5365340.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 38071804.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159180",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}