Advisor at Modern Wealth Management, LLC
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Firm
Modern Wealth Management, LLC
Location
Boise, ID 83702
Credentials
CFP®, Series 66
Industry experience
20 years
Thomas Brown is a CFP® with 20 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2024. He previously worked at Petso Financial Consultants LLC for 15 years and Mutual Securities, Inc. for one year. Outside of advising, he owns Marathon Tax, LLC, a tax preparation business based in Boise, ID. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and estate-planning assistance.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties
1405 W Main Street
Boise, ID 83702
Idaho · Texas
Modern Wealth Management
2024 - Present (2 years)
Mutual Securities, Inc.
2016 - 2017 (1 year)
Petso Financial Consultants LLC
2009 - 2024 (15 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.
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.
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.
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.
Verified by Warmer
Series 65
Boise, ID
XYPN Invest
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