Daniel Brown
Miles Brown Asset Management · San Rafael, California
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.
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Specialties
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 | $73.4M across 211 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4743534 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.milesbrown.com |
| Profile |
How Daniel's firm compares
- Miles Brown Asset Management's average account is about $348,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Daniel
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.
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
- Miles Brown Asset Management 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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