Carolyn Lingle
Brownlee Wealth Management · Fort Worth, Texas
Carolyn Lingle is a fee-only financial advisor at Brownlee Wealth Management in Fort Worth, Texas, who holds the ChFC credential. Brownlee Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brownlee Wealth Management |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $465.3M across 358 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 4877378 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | brownleewealthmanagement.com |
How Carolyn's firm compares
- Brownlee Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 358 accounts).
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Questions about Carolyn
Is Carolyn Lingle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carolyn holds no broker registration, and Brownlee Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carolyn charge for financial advice?
Carolyn's firm, Brownlee Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Carolyn Lingle based?
Carolyn Lingle is based in Fort Worth, Texas.
What credentials does Carolyn Lingle hold?
Carolyn Lingle holds the ChFC credential.
Is Carolyn Lingle registered with the SEC?
Yes. Carolyn Lingle is registered as an investment adviser representative in TX (CRD 4877378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brownlee Wealth Management manage?
Brownlee Wealth Management reports $465.3M across 358 accounts in assets under management.
How do I contact Carolyn Lingle?
Through Carolyn's website, brownleewealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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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