Brianna Shealey
Helping clients find clarity of their financial future while humanizing the financial planning experience.
Buena Vista Financial Planning LLC · Decatur, Georgia
Brianna Shealey is a fee-only financial advisor at Buena Vista Financial Planning LLC in Decatur, Georgia. Brianna charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, equity compensation and sustainable & impact investing.
Request an introduction to Brianna →
Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Executives
- Early-career professionals
- Pre-retirees
About
Hello! My name is Brianna Shealey and I am a financial advisor at Buena Vista Financial Planning. Ever since I was a little girl, I've enjoyed learning about how money works and now I look forward to helping you understand how it can work for you. In our practice, we focus on covering your full financial picture by planning around 6 pillars:
I. Cashflow and Employee Benefits Planning II. Investment Strategy III. Catastrophe Planning IV. Tax Planning V. Retirement Planning VI. Estate Planning
Through these pillars, we design for your life, plan for things you value, and ensure we protect the things that matter most to you. I also take pride in humanizing the financial planning experience as I believe financial planning shouldn't be scary! In actuality, it should be an opportunity for you to take off the mask and be vulnerable in a judgement free space, so that you can get the best advice possible and be able to live life without fear. So if I sound like your cup of tea, please shoot me an email or give me a call! Everything always starts with a conversation and I'm always happy to chat :)
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Philanthropic Planning
Facts
| Firm | Buena Vista Financial Planning LLC |
|---|---|
| Based in | Decatur, Georgia |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2024 |
| Firm size | 2 - 5 employees |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in GA · CRD 7485747 |
| Exams passed | Series 66 (2022) |
| Firm size | 1073 employees |
| Disclosures | None reported |
| Website | buenavistafp.com |
| Profile |
Request an introduction to Brianna
Tell Brianna a little about what you're looking for. Brianna isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brianna
Is Brianna Shealey a fee-only financial advisor?
Yes. Brianna Shealey is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brianna's firm.
How does Brianna charge for financial advice?
Brianna charges a percentage of assets and a flat fee or retainer.
Where is Brianna Shealey based?
Brianna Shealey is based in Decatur, Georgia.
What does Brianna specialize in?
Brianna's specialties include retirement planning, equity compensation, sustainable & impact investing, family wealth transfer, pension planning and tax planning. Brianna works with HENRY (High Earners, Not Rich Yet), executives, early-career professionals and pre-retirees.
Is Brianna Shealey registered with the SEC?
Yes. Brianna Shealey is registered as an investment adviser representative in GA (CRD 7485747), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Buena Vista Financial Planning LLC manage?
Buena Vista Financial Planning LLC reports $100M - $500M in assets under management.
How do I contact Brianna Shealey?
Through Brianna's website, buenavistafp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Buena Vista Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.