It’s not a guarantee that we’re the right fit for you.

Brindle Financial was built for millennial professionals who want more than someone managing their money once a year.

We focus on building a real relationship, helping you design a future that actually matches your goals and values. That means being there as life changes, not just sending you a quarterly statement.

If you’re looking for something beyond your parent’s advisor, someone who understands the realities of variable income, career shifts, and building wealth while living a full life, we might be the right fit.

And if we’re not? We’ll still point you in the direction of an advisor who makes sense for your situation.

Nope, I don’t have investment minimums.

I work with millennial professionals who care about building a lasting relationship and see the value in ongoing financial planning. Asset management is available if they want it, but the focus is on creating a plan that actually supports their life, not just hitting an arbitrary number.

Great question. Here’s how it works:

• Financial planning: Ongoing financial planning starts at $200/month. Most millennial professionals I work with are right around that level, though it can scale up depending on the scope of work (as high as $5,000/month for complex cases).
  

• Planning + Investments: If we add asset management alongside planning, I offer a discounted flat % fee on assets under management. Usually at .8% but is client dependent.
  

• Investments only: If you just want investment management, I use a tiered fee schedule starting at 1% and stepping down as assets grow.
  

At the end of the day, your exact fee depends on your situation. Once we gather your info and define the scope of work, I’ll outline the final fees so it’s transparent and clear.

That’s a fair question. A lot of people assume a financial advisor is only for the wealthy or just for investments. But the reality is, life and money are messy.

A financial advisor helps you:

• Create a plan that lines up with your goals and values

• Navigate major transitions like buying a home, starting a family, or changing careers

• Stay accountable when life (and the markets) get noisy

It’s less about beating the stock market and more about making sure your money is working for you, today and 20 years from now. Most of my clients are millennial professionals who want someone in their corner so they don’t have to figure it all out alone