Angel Brown
asendo wealth · San Diego, California
Angel Brown is a fee-only financial advisor at asendo wealth in San Diego, California, who holds the CFP credential. Angel focuses on international & expat planning, estate & legacy planning and tax planning. asendo wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | asendo wealth |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $866.5M across 3,609 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4247918 |
| Exams passed | Series 66 (2002) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.tsgadvice.com |
| Profile |
How Angel's firm compares
- asendo wealth's average account is about $240,000, from its Form ADV (assets managed divided by 3,609 accounts).
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Questions about Angel
Is Angel Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angel holds no broker registration, and asendo wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angel charge for financial advice?
Angel's firm, asendo wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angel Brown based?
Angel Brown is based in San Diego, California.
What does Angel specialize in?
Angel's specialties include international & expat planning, estate & legacy planning, tax planning and family wealth transfer.
What credentials does Angel Brown hold?
Angel Brown holds the CFP credential.
Is Angel Brown registered with the SEC?
Yes. Angel Brown is registered as an investment adviser representative in CA (CRD 4247918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does asendo wealth manage?
asendo wealth reports $866.5M across 3,609 accounts in assets under management.
How do I contact Angel Brown?
Through Angel's website, www.tsgadvice.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
- asendo wealth 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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