# Brie Pio

> Brie Pio is a fee-only financial advisor at Birch Point Wealth Management LLC in Rockport, Maine, who holds the CFP and MBA credentials. Brie charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, small business owners and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brie-pio/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Birch Point Wealth Management LLC
- **Based in:** Rockport, Maine
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $41.1M across 149 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Small business owners, Estate & legacy planning, Tax planning, Real estate investors
- **CRD:** 5653200 (https://adviserinfo.sec.gov/individual/summary/5653200)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://birchpointwealth.net

## Frequently asked questions

### Is Brie Pio a fee-only financial advisor?

Yes. Brie Pio is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brie's firm.

### How does Brie charge for financial advice?

Brie charges a percentage of assets.

### How much does Brie charge?

According to Birch Point Wealth Management LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Does Brie work with clients virtually?

Yes. Birch Point Wealth Management LLC says on its website that it works with clients remotely.

### Where is Brie Pio based?

Brie Pio is based in Rockport, Maine.

### What does Brie specialize in?

Brie's specialties include retirement planning, small business owners, estate & legacy planning, tax planning and real estate investors.

### What credentials does Brie Pio hold?

Brie Pio holds the CFP and MBA credentials.

### Is Brie Pio registered with the SEC?

Yes. Brie Pio is registered as an investment adviser representative in ME and TX (CRD 5653200), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Birch Point Wealth Management LLC manage?

Birch Point Wealth Management LLC reports $41.1M across 149 accounts in assets under management.

### How do I contact Brie Pio?

Through Brie's website, birchpointwealth.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49654): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.birchpointwealth.net/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.