Brie Pio
Birch Point Wealth Management LLC · Rockport, Maine
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.
Request an introduction to Brie →
Specialties
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 |
| Assets under management | $41.1M across 149 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in ME, TX · CRD 5653200 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | birchpointwealth.net |
| Profile |
How Brie's firm compares
- Birch Point Wealth Management LLC's average account is about $276,000, from its Form ADV (assets managed divided by 149 accounts).
Request an introduction to Brie
Tell Brie a little about what you're looking for. Brie 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 Brie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Birch Point Wealth Management 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 21, 2026.
See something wrong? Request a correction. Read our methodology.