Advisor at D.S. Brown Wealth Advisors, LLC
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.
Firm
D.S. Brown Wealth Advisors, LLC
Location
Atlanta, GA 30339
Credentials
CFP®, Series 66
Industry experience
18 years
David Brown is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of D.S. Brown Wealth Advisors, LLC, an independent wealth management firm he has led since 2020. Prior to founding his firm, Brown worked at Signature Wealth Management Group LLC and SunTrust Advisory Services. In addition to his advisory work, he operates as an independent insurance agent. D.S. Brown Wealth Advisors serves individuals, high-net-worth clients, and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs a goals-based investment process grounded in Modern Portfolio Theory, with diversified allocations across equities, mutual funds, ETFs, fixed income, REITs, and ADRs.
Based on D.S. Brown Wealth Advisors, LLC
Fixed fees for financial planning and consultation services ranging from $3,000 to $10,000, negotiable
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: Negotiable
$500 per hour (minimum 1 hour), negotiable
Monthly subscription fee of $199 for fundamental financial planning advice, requires 12-month commitment, non-negotiable
Account minimum: $500,000 Fee-only: Hourly fees at $500/hour (negotiable), Fixed fees range from $3,000 to $10,000 (negotiable), Monthly subscription fee $199 (non-negotiable, 12-month commitment)
Two Ballpark Center, 800 Battery Ave, Se, Suite 100
Atlanta, GA 30339
Florida · Georgia
D.S. Brown Wealth Advisors, LLC
2020 - Present (6 years)
Signature Wealth Management Group LLC
2017 - 2020 (3 years)
SunTrust Advisory Services
2016 - 2017 (1 year)
SunTrust Investment Services, INC
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
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Smarr Financial Services Inc.
Series 65
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Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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