# Amy Smith

> Amy Smith is a fee-only financial advisor at Brown Financial Advisory in Fairhope, Alabama, who holds the CFP credential. Brown Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-smith/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brown Financial Advisory
- **Based in:** Fairhope, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $468.2M across 859 accounts
- **Credentials:** CFP
- **CRD:** 6034385 (https://adviserinfo.sec.gov/individual/summary/6034385)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.brownfinancialadvisory.com

## Frequently asked questions

### Is Amy Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Brown Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Brown Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amy Smith based?

Amy Smith is based in Fairhope, Alabama.

### What credentials does Amy Smith hold?

Amy Smith holds the CFP credential.

### Is Amy Smith registered with the SEC?

Yes. Amy Smith is registered as an investment adviser representative in AL (CRD 6034385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brown Financial Advisory manage?

Brown Financial Advisory reports $468.2M across 859 accounts in assets under management.

### How do I contact Amy Smith?

Through Amy's website, www.brownfinancialadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6034385): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.