# Daniel Brown

> Daniel Brown is a fee-only financial advisor at Miles Brown Asset Management in San Rafael, California. Daniel focuses on retirement planning. Miles Brown Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-brown/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Miles Brown Asset Management
- **Based in:** San Rafael, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $73.4M across 211 accounts
- **Specialties:** Retirement planning
- **CRD:** 4743534 (https://adviserinfo.sec.gov/individual/summary/4743534)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.milesbrown.com/

## Frequently asked questions

### Is Daniel Brown a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel's firm, Miles Brown Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Brown based?

Daniel Brown is based in San Rafael, California.

### What does Daniel specialize in?

Daniel's specialties include retirement planning.

### Is Daniel Brown registered with the SEC?

Yes. Daniel Brown is registered as an investment adviser representative in CA (CRD 4743534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Miles Brown Asset Management manage?

Miles Brown Asset Management reports $73.4M across 211 accounts in assets under management.

### How do I contact Daniel Brown?

Through Daniel's website, www.milesbrown.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4743534): 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
- The firm's website (https://milesbrown.com/): specialties, clients served, and fees, checked October 30, 2026

---

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