Merrill
47yrs
Top advisor by experience in Cincinnati
31yrs
Based in Cincinnati, Ohio, Brett Rizor is a fiduciary financial advisor with 31 years of industry experience. Brett has been with Strategic Advisers since 2025; before that, Brett spent seven years at Fidelity Personal and Workplace Advisors and three years at BNY Mellon Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 3% by experience at Strategic Advisers
OfficeCincinnati, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2014 – 2018Strategic Advisers LLCPreviously
- 2010 – 2013BNY Mellon Advisors, Inc.Previously
- 2006 – 2010Strategic Advisers LLCPreviously
Contact Brett
Cincinnati, OHOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brett
Tailored to Brett’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brett
How do I contact Brett?
Call Strategic Advisers at (617) 563-7000 and ask for Brett Rizor. Brett works from the Cincinnati, OH office.
How long has Brett been a financial advisor?
Brett has been in the industry since 1995, about 31 years. Top 3% by experience at Strategic Advisers.
What licenses does Brett hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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