Advisor at Brownsboro Financial
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
Brownsboro Financial
Location
Lockhart, TX 78644
Credentials
Series 65
Industry experience
9 years
Robert Brown is the sole advisor at Brownsboro Financial, an independent registered investment adviser based in Lockhart, TX. He holds a Series 65 designation and has nine years of industry experience, including over ten years at Brownsboro Financial and Cottage Consulting Corp. Outside of his advisory work, Brown is involved in several non-investment businesses, including co-ownership of a pancake maker manufacturing company and a hospitality venture offering AirBNB-style accommodations, as well as participation in family ranch and commercial real estate businesses. Brownsboro Financial serves individual clients, including retail and high-net-worth households, providing discretionary portfolio management, third-party money manager recommendations, and comprehensive financial planning services. The firm primarily employs a passive investment approach using index funds and ETFs, with account supervision tailored to client-specific investment policies.
Based on Brownsboro Financial
Fixed fee financial planning ranging from $1,000 to $2,500, negotiable
$0 - $499,999: Included in Monthly Retainer (range $100 - $250 per month) $500,000 - $999,999: 0.90% $1,000,000 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour for Financial Planning, negotiable
Fee-only: Fixed fee for Financial Planning ranging from $1,000 to $2,500, negotiable; Monthly retainer fee for Comprehensive Financial Planning $100-$250 per month; Hourly financial planning fee $150 per hour.
101 S. Main St, 2 Nd Floor
Lockhart, TX 78644
California · Texas
Brownsboro Financial, LLC
2016 - Present (10 years)
Cottage Consulting Corp.
2016 - Present (10 years)
Unemployed / Part-Time Student
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 63, Series 65
Martindale, TX
PCK Investments
Series 65
San Marcos, TX
Annualitix
CFP®, Series 63
Kyle, TX
Simonet Financial Group, LLC
CFP®
Kyle, TX
Barton Financial Group LLC
Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.
Series 65
Kyle, TX
Simonet Financial Group, LLC
Series 65
Bellville, TX
Barton Financial Group 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")