Marisa Bradbury
Sigma Investment Counselors · Lake Mary, Florida
Marisa Bradbury is a fee-only financial advisor at Sigma Investment Counselors in Lake Mary, Florida, who holds the CFP and CFA credentials. Marisa charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on equity compensation, small business owners and retirement planning.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Divorced individuals
Facts
| Firm | Sigma Investment Counselors |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $2.17B across 2,837 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 5731110 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.sigmainvestments.com |
| Profile |
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Questions about Marisa
Is Marisa Bradbury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marisa holds no broker registration, and Sigma Investment Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marisa charge for financial advice?
Marisa charges a percentage of assets.
How much does Marisa charge?
According to Sigma Investment Counselors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Marisa Bradbury based?
Marisa Bradbury is based in Lake Mary, Florida.
What does Marisa specialize in?
Marisa's specialties include equity compensation, small business owners, retirement planning, estate & legacy planning, tax planning and family wealth transfer. Marisa works with executives, multi-generational families and divorced individuals.
What credentials does Marisa Bradbury hold?
Marisa Bradbury holds the CFP and CFA credentials.
Is Marisa Bradbury registered with the SEC?
Yes. Marisa Bradbury is registered as an investment adviser representative in FL, MI and TX (CRD 5731110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sigma Investment Counselors manage?
Sigma Investment Counselors reports $2.17B across 2,837 accounts in assets under management.
How do I contact Marisa Bradbury?
Through Marisa's website, www.sigmainvestments.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
- Sigma Investment Counselors 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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