Stuart Brisgel
B1 Financial · Aventura, Florida
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | B1 Financial |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.7M across 72 accounts |
| SEC registration | Investment adviser representative in CA, FL, NY, OH, TX · CRD 5875208 |
| Exams passed | Series 63 (2011) · Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.b1.financial |
| Profile |
How Stuart's firm compares
- B1 Financial's average account is about $552,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Stuart
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.
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
- B1 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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