Julianna Bray
GW Financial · Reno, Nevada
Julianna Bray is a fee-only financial advisor at GW Financial in Reno, Nevada, who holds the CFP credential. Julianna charges an ongoing planning fee (ongoing planning from $7,500 a year) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | GW Financial |
|---|---|
| Based in | Reno, Nevada |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $133.8M across 266 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 4942635 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planretire.com |
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Questions about Julianna
Is Julianna Bray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julianna holds no broker registration, and GW Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julianna charge for financial advice?
Julianna charges an ongoing planning fee.
How much does Julianna charge?
According to GW Financial's website, checked October 30, 2026: ongoing planning from $7,500 a year.
Does Julianna work with clients virtually?
Yes. GW Financial says on its website that it works with clients remotely.
Where is Julianna Bray based?
Julianna Bray is based in Reno, Nevada.
What does Julianna specialize in?
Julianna's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Julianna works with pre-retirees and retirees.
What credentials does Julianna Bray hold?
Julianna Bray holds the CFP credential.
Is Julianna Bray registered with the SEC?
Yes. Julianna Bray is registered as an investment adviser representative in CA, NV and TX (CRD 4942635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GW Financial manage?
GW Financial reports $133.8M across 266 accounts in assets under management.
How do I contact Julianna Bray?
Through Julianna's website, www.planretire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- GW Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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