# Brio Financial Planning

> 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.

- CRD: 159180
- Filed as: BRIO FINANCIAL PLANNING
- Legal name: Morris, Michelle Jean
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Prescott, AZ
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159180
- AdvisorCensus page: https://advisorcensus.com/firm/brio-financial-planning-prescott-az-159180

## Quick answers

**How is Brio Financial Planning compensated?**
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.

**Where is Brio Financial Planning located?**
Brio Financial Planning's principal office is in Prescott, AZ, according to its Form ADV.

**Is Brio Financial Planning registered with the SEC or a state?**
Brio Financial Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159180.

**How much does Brio Financial Planning manage?**
Brio Financial Planning reports $43,437,144 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (0% discretionary).

**What types of clients does Brio Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (11).

**Does Brio Financial Planning report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,437,144
- Discretionary: $0
- Non-discretionary: $43,437,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,365,340 |
| High net worth individuals | 16 | $38,071,804 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- briofinancialplanning.com
- briofp.com
- Facebook @BRIOMichelle
- LinkedIn @michelle-morris-cfp®-ea-01107237
- X @BrioMichelle

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brio Financial Planning (CRD 159180): Form ADV filing data as of October 2026.