Alfred Brady
MBR Financial · Houston, Texas
Alfred Brady is a fee-only financial advisor at MBR Financial in Houston, Texas. Alfred charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, divorce financial planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
- Founders
Facts
| Firm | MBR Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Assets under management | $956.4M across 1,516 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2147873 |
| Exams passed | Series 63 (1991) · Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.mbrfinancial.com |
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Questions about Alfred
Is Alfred Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alfred holds no broker registration, and MBR Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alfred charge for financial advice?
Alfred charges a percentage of assets, a flat fee or retainer and hourly fees.
Where is Alfred Brady based?
Alfred Brady is based in Houston, Texas.
What does Alfred specialize in?
Alfred's specialties include retirement planning, divorce financial planning, estate & legacy planning and tax planning. Alfred works with retirees, pre-retirees, mid-life transitions, divorced individuals and founders.
Is Alfred Brady registered with the SEC?
Yes. Alfred Brady is registered as an investment adviser representative in TX (CRD 2147873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBR Financial manage?
MBR Financial reports $956.4M across 1,516 accounts in assets under management.
How do I contact Alfred Brady?
Through Alfred's website, www.mbrfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MBR Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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