Brian Owen
Team Wealth & Tax Advisors · Temecula, California
Brian Owen is a fee-only financial advisor at Team Wealth & Tax Advisors in Temecula, California. Team Wealth & Tax Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Team Wealth & Tax Advisors |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $251.1M across 793 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7438903 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wealthandtax.com |
| Profile |
How Brian's firm compares
- Team Wealth & Tax Advisors's average account is about $317,000, from its Form ADV (assets managed divided by 793 accounts).
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Questions about Brian
Is Brian Owen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Team Wealth & Tax Advisors 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's firm, Team Wealth & Tax Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Owen based?
Brian Owen is based in Temecula, California.
Is Brian Owen registered with the SEC?
Yes. Brian Owen is registered as an investment adviser representative in CA and TX (CRD 7438903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Team Wealth & Tax Advisors manage?
Team Wealth & Tax Advisors reports $251.1M across 793 accounts in assets under management.
How do I contact Brian Owen?
Through Brian's website, www.wealthandtax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Temecula
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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