Brewer Financial Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,054,218
Clients
12
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$671,185
About
Brewer Financial Strategies serves individuals, high‑net‑worth individuals, and charitable organizations with fee‑only investment management and financial planning. Services include discretionary portfolio management across stocks, bonds, mutual funds, and ETFs, along with both ongoing and project‑based financial planning engagements.
The firm builds individualized investment policies and asset allocation targets based on client goals, risk tolerance, and tax considerations, employing a mix of passive and active strategies. It typically favors longer‑term holdings while permitting tactical short‑term trades, operates with discretionary trading authority, and implements trades on an account‑by‑account basis rather than block aggregating orders.
Noteworthy characteristics include a small client roster (about a dozen clients) alongside roughly $8 million in assets under management, which produces a relatively high assets‑per‑client ratio and reflects a boutique scale of operations. The sole owner/principal brings prior industry experience from larger firms, offers business‑owner oriented services such as business planning and employee benefits optimization, recommends outside managers when appropriate, maintains a policy of not accepting third‑party compensation, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Business ownership considerations
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Debt management
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning: fixed fees ranging from $0 to $5,000
$0 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Ongoing Financial Planning: recurring monthly fixed fee ranging from $0 to $5,000
Fee-only: Ongoing Financial Planning: $0 to $5,000 monthly fixed fee (negotiable); Project-Based Financial Planning: $0 to $5,000 fixed fee per engagement (negotiable)
Main office location
Brewer Financial Strategies
Nashville TN, United States
Number of offices
1
Most active in
Brewer Financial Strategies has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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