Advisor at Brown Financial Planning 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
Brown Financial Planning LLC
Location
Bay City, MI
Credentials
CFP®, Series 65
Industry experience
12 years
Nathan Brown is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He is the sole advisor at Brown Financial Planning LLC in Bay City, MI, and has previously worked at Origin Financial. Brown also has over two decades of experience in education. Brown Financial Planning LLC is a fee-only registered investment adviser serving individuals, including high-net-worth households, as well as small businesses, non-profits, and institutional clients. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies from passive fixed-income to active equity and options trading.
Based on Brown Financial Planning LLC
Comprehensive Financial Plan $1,200 minimum; Annual Financial Plan Review $500 fixed fee
$50,000 - $175,000: 1.00% annually $175,001 - $375,000: 0.85% annually $375,001 - $675,000: 0.70% annually $675,001 - $900,000: 0.65% annually $900,001+: 0.50% annually
$250 per hour for Separate Financial Planning Consultations
Account minimum: $50,000 Fee-only: Comprehensive Financial Plan $1,200 minimum; Annual Financial Plan Review $500 fixed fee; Separate Financial Planning Consultations $250 hourly fee
Bay City, MI
Michigan
Origin Financial
2021 - Present (5 years)
Brown Comprehensive Financial LLC
2013 - Present (13 years)
Education
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
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Brown Financial Planning LLC
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