Benjamin Brown
Advisor at Entelechy
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.
Client services
Based on Entelechy
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Entelechy
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Financial Planning fixed fee projects $250 - $10,000; Initial consultation fixed fee $0 - $500; Tax Preparation fixed fee $350 - $5,000; Tax Consulting fixed fee $250 - $10,000; Educational seminars fixed fee $0 - $20,000 per event or $0 - $500 per participant.
All+: 0.50% annually
Financial Planning hourly fee $250 per hour; Tax Preparation and Consulting hourly rate $250 per hour.
Fee-only: Financial Life Management flat annual fee of $6,000 - $20,000, prorated and paid monthly or quarterly; Comprehensive Financial Planning initial fee $1,500 - $10,000 plus ongoing annual fee $1,200 - $10,000; Financial Planning fixed fee projects $250 - $10,000; Tax Preparation fixed fee $350 - $5,000; Tax Consulting fixed fee $250 - $10,000 or hourly.
Location
Rockville, MD
Most active in
Benjamin B has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Entelechy LLC
2017 - Present (9 years)
Focus Wealth Management, Ltd.
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kevin L
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Edward N
Series 66
Gaithersburg, MD
Enroute Wealth Management, LLC
Ryan L
Series 65
Washington, Dc, DC
Lund Capital Management LLC
Bryan T
Series 65
Oak Hill, VA
Financial Solutions, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")