Advisor at Clearstone Wealth Management, LLC
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Firm
Clearstone Wealth Management, LLC
Location
Murfreesboro, TN
Credentials
Series 65
Industry experience
10 years
Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.
Based on Clearstone Wealth Management, LLC
$2,500 to $4,000 (fixed fee for comprehensive financial planning, negotiable)
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$250/hour (negotiable)
Account minimum: $500,000 (waivable at discretion)
Murfreesboro, TN
Montana · Tennessee · Washington
Clearstone Wealth Management, LLC
2025 - Present (1 year)
IPI Wealth Management, Inc.
2016 - 2025 (9 years)
Clearstone Wealth Management, LLC
2016 - 2017 (1 year)
Eagle Peak Capital, Inc.
2015 - 2018 (3 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
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
ChFC®, Series 63
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Retirement Planning Solutions, LLC
CFP®, Series 63
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Hull Wealth Management
CFP®, Series 66
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First Family Wealth
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