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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Brown Wealth Management, LLC 10 years, 5 months Sep 2005 - Present
Brown Wealth Management 14 years Feb 2002 - Present

Designations & Memberships

  • American Association of Individual Investors
    Membership
    American Association of Individual Investors
    The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Andrew Brown

Is Diversification the Walking Dead?
Published 2014-02-12 13:41:46
Life Insurance Beneficiary Mistakes
Published 2014-02-12 13:50:02
Treasuries and CD's Are NOT Risk Free
Published 2012-03-26 06:52:30
Considering Long Term Care?
Published 2012-03-26 06:30:22
Obscure 401k Fees You Need to Know
Published 2012-03-15 07:26:12
Why July is a Big Deal for Your 401k Plan
Published 2012-03-15 07:02:10
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 1, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Oct. 2, 2015
      • $21.5M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 53
        number of clients
      • $405.7K
        Estimated Average Account Balance Per Client

    Brown Wealth Management, LLC

    Last updated on March 31, 2015
      • $26.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 203
        Accounts
      • $132.2K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements