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Advisor

Danya Karram

Brilliant Advice™ Wealth Management · Cincinnati, Ohio

Danya Karram is a fee-only financial advisor at Brilliant Advice™ Wealth Management in Cincinnati, Ohio, who holds the CFP credential. Danya charges a percentage of assets.

Percentage of assets Fee-only CFP

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Facts

FirmBrilliant Advice™ Wealth Management
Based in Cincinnati, Ohio
Fee modelPercentage of assets
Accepting new clientsYes
Assets under management$569.5M across 569 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA, FL, OH · CRD 6298891
Exams passedSeries 65 (2014)
Firm size2 employees
Disclosures None reported
Websitebrilliantadvice.net
LinkedInProfile

How Danya's firm compares

  • Brilliant Advice™ Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 569 accounts).

What fee-only advisors charge in Ohio

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Questions about Danya

Is Danya Karram a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Danya holds no broker registration, and Brilliant Advice™ Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Danya charge for financial advice?

Danya charges a percentage of assets.

Where is Danya Karram based?

Danya Karram is based in Cincinnati, Ohio.

What credentials does Danya Karram hold?

Danya Karram holds the CFP credential.

Is Danya Karram registered with the SEC?

Yes. Danya Karram is registered as an investment adviser representative in CA, FL and OH (CRD 6298891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Brilliant Advice™ Wealth Management manage?

Brilliant Advice™ Wealth Management reports $569.5M across 569 accounts in assets under management.

How do I contact Danya Karram?

Through Danya's website, brilliantadvice.net.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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