Advisor at Fiat Wealth Management
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
Fiat Wealth Management
Location
Eden, MN
Credentials
CFP®, Series 66
Industry experience
11 years
Lauren Brown is a CFP® with 11 years of experience in financial advising. She is currently with Fiat Wealth Management and has previously worked at 360 Financial, LPL Financial, CONCOURSE FINANCIAL, and Transamerica Financial Advisors. Lauren has also operated Innovate Financial Inc. for ten years. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in assets using a model-driven advisory approach and emphasizes tax-aware planning and fiduciary oversight under ERISA when applicable.
Based on Fiat Wealth Management
Based on Fiat Wealth Management
Fixed fee of up to $5,000 for estate planning services through Wealth.com; fixed fees also for certain non-investment advisory services (business coaching, sales training, etc).
Up to 2.00% annually
Commission-based compensation earned by dually licensed insurance agents for insurance products sales; separate from advisory fees.
Hourly fees charged for pension consulting services; negotiated on a case-by-case basis.
Account minimum: $250,000 Fee-only: Fixed fee of up to $10,000 for financial planning services; fees are payable upon execution of the agreement.
Eden, MN
Minnesota
Fiat Wealth Management
2023 - Present (3 years)
360 Financial
2021 - 2023 (2 years)
LPL Financial, LLC
2021 - 2021 (1 year)
CONCOURSE FINANCIAL (fka ProEquities, Inc.)
2016 - 2021 (5 years)
(dba) INNOVATE FINANCIAL INC
2011 - 2021 (10 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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