Allison Brown
Brightpath Wealth Advisors · Crofton, Maryland
Allison Brown is a fee-only financial advisor at Brightpath Wealth Advisors in Crofton, Maryland, who holds the CFP credential. Brightpath Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brightpath Wealth Advisors |
|---|---|
| Based in | Crofton, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $69.6M across 302 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MD, NC · CRD 5959722 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.brightpathgroup.com |
How Allison's firm compares
- Brightpath Wealth Advisors's average account is about $231,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Allison
Is Allison Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Brightpath Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Brightpath Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Brown based?
Allison Brown is based in Crofton, Maryland.
What credentials does Allison Brown hold?
Allison Brown holds the CFP credential.
Is Allison Brown registered with the SEC?
Yes. Allison Brown is registered as an investment adviser representative in FL, MD and NC (CRD 5959722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Brightpath Wealth Advisors manage?
Brightpath Wealth Advisors reports $69.6M across 302 accounts in assets under management.
How do I contact Allison Brown?
Through Allison's website, www.brightpathgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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
- 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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