One Brick Planning & Consulting, LLC

One Brick Planning & Consulting, LLC (CRD# 277047) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $19,050,208 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111
https://twitter.com/themoneynudge
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $99,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at One Brick Planning & Consulting, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Connell, financial advisor Greenwood Village CO
Aaron J. Connell
CRD#: 6221930
5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111

Aaron Connell (CRD# 6221930) is an Investment Advisor Representative working at One Brick Planning & Consulting, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.

2
Tina Watson, financial advisor Colorado Springs CO
Tina D. Watson
CRD#: 6687742
9475 Briar Village Point #325, Colorado Springs, CO 80920

Tina Watson (CRD# 6687742) is an Investment Advisor Representative working at One Brick Planning & Consulting, LLC in Colorado Springs, CO and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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