Wesley Brown
Advisor at Remnant Wealth
Updated today
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
Remnant Wealth
Location
Gaithersburg, MD
Credentials
ChFC®, Series 63, Series 65, Series 66
Industry experience
10 years
About
Wesley Brown is a financial advisor with Remnant Wealth in Gaithersburg, MD, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance, Nationwide Insurance, and Ohio National Financial Services. Outside of advisory work, he is involved in property and casualty insurance sales. Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements. The firm offers portfolio management, wealth management, financial planning, and educational seminars, employing a non-discretionary approach with a variety of securities and multiple methods of analysis tailored to client objectives.
Client services
Based on Remnant Wealth
Financial planning
Portfolio management
Selection of other advisers
Wealth management
Expertise
Based on Remnant Wealth
Charitable giving tax strategies
General estate planning guidance
Business exit / sale strategy
Retirement income strategy
Fee options
Fixed fees ranging from $2,500 to $10,000 for broad based personal financial plans; $5,000 to $35,000 for business consulting services
$200,000 - $1,000,000: 1.14% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Commission compensation received for life, disability income, and property & casualty insurance products
Up to $375 per hour with a minimum engagement of 3 hours for specific financial consulting services
Account minimum: $200,000 (may be waived at the firm's discretion) Minimum fee: $2,280 minimum annual fee when account minimum is waived Fee-only: Fixed fees ranging from $2,500 to $10,000 for broad based personal financial plans; fixed fees from $5,000 to $35,000 for business consulting; hourly fees up to $375 with a minimum engagement of 3 hours
Location
Gaithersburg, MD
Most active in
Wesley B has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Remnant Wealth
2020 - Present (6 years)
Park Avenue Securities, Llc
2017 - 2020 (3 years)
Guardian Life Insurance Co Of America
2017 - 2020 (3 years)
Nationwide Insurance - Halkos Agency
2016 - Present (10 years)
Ohio National Financial Services
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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