Brian Brown
PlanVest · Blair, Nebraska
Brian Brown is a fee-only financial advisor at PlanVest in Blair, Nebraska, who holds the CFP credential. Brian charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $800 a year and $200 an hour) and focuses on retirement planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
- Pre-retirees
Facts
| Firm | PlanVest |
|---|---|
| Based in | Blair, Nebraska |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $800 a year · $200 an hour |
| Accepting new clients | Yes |
| Assets under management | $46.7M across 249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 4788139 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.plan-vest.com |
| Profile |
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Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and PlanVest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Brian charge?
According to PlanVest's website, checked October 30, 2026: ongoing planning from $800 a year; $200 an hour.
Where is Brian Brown based?
Brian Brown is based in Blair, Nebraska.
What does Brian specialize in?
Brian's specialties include retirement planning. Brian works with early-career professionals, retirees and pre-retirees.
What credentials does Brian Brown hold?
Brian Brown holds the CFP credential.
Is Brian Brown registered with the SEC?
Yes. Brian Brown is registered as an investment adviser representative in IA and TX (CRD 4788139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PlanVest manage?
PlanVest reports $46.7M across 249 accounts in assets under management.
How do I contact Brian Brown?
Through Brian's website, www.plan-vest.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
- PlanVest 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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