Emily Nilsson is a CFP-designated registered investment advisor at Brava Financial, based in San Diego, CA, with 32 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Brava Financial offers ongoing financial planning for a recurring fixed fee, ranging from $5,000 to $15,000 annually, paid quarterly. The fee depends on the client's needs, complexity, time, research, and resources required. For Washington state clients, the initial plan construction fee is based on an hourly rate of $450, with annual fees ranging from $5,000 to $15,000, also based on the $450 hourly rate.
Brava Financial offers project-based financial planning for a fixed fee ranging from $3,000 to $15,000, or an hourly rate of $450. The fee depends on the client's needs, complexity, time, research, and resources required. For Washington state clients, project-based planning is offered at an hourly rate of $450, billed in 15-minute increments.
Contact
Emily Nilsson
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Emily occasionally speaks at industry events and receives compensation or reimbursements. This activity is not targeted at advisory clients and takes up about 10-20% of Emily's time.
Employment History
Current Registrations
Brava Financial
Previous Registrations
Facet Wealth, INC
Calton & Associates, INC.Broker
Calton & Associates, INC.
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts, IncorporatedBroker
Capital Analysts Incorporated
Metlife Securities INC.
Metlife Securities INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Manulife Wood Logan, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi! I’m Kelly Nilsson, founder of Brava Financial, LLC - a flat-fee, advice only financial planning firm. At Brava, I help people who seek clarity and confidence when it comes to their finances.