# Stuart Brisgel

> Stuart Brisgel is a fee-only financial advisor at B1 Financial in Aventura, Florida. Stuart focuses on retirement planning, estate & legacy planning and tax planning. B1 Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stuart-brisgel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** B1 Financial
- **Based in:** Aventura, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $39.7M across 72 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 5875208 (https://adviserinfo.sec.gov/individual/summary/5875208)
- **SEC registration:** Investment adviser representative in CA, FL, NY, OH, TX
- **Exams passed:** Series 63 (2011), Series 66 (2011)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.b1.financial/

## Frequently asked questions

### Is Stuart Brisgel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stuart holds no broker registration, and B1 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stuart charge for financial advice?

Stuart's firm, B1 Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stuart Brisgel based?

Stuart Brisgel is based in Aventura, Florida.

### What does Stuart specialize in?

Stuart's specialties include retirement planning, estate & legacy planning and tax planning. Stuart works with retirees.

### Is Stuart Brisgel registered with the SEC?

Yes. Stuart Brisgel is registered as an investment adviser representative in CA, FL, NY, OH and TX (CRD 5875208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does B1 Financial manage?

B1 Financial reports $39.7M across 72 accounts in assets under management.

### How do I contact Stuart Brisgel?

Through Stuart's website, www.b1.financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5875208): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.b1.financial/): specialties, clients served, and fees, checked October 30, 2026

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