# Daniel McLeod

> Daniel McLeod is a fee-only financial advisor at Brown Financial Advisory in Fairhope, Alabama, who holds the CFP and ChFC credentials. Brown Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-mcleod/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brown Financial Advisory
- **Based in:** Fairhope, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $468.2M across 859 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 2752145 (https://adviserinfo.sec.gov/individual/summary/2752145)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 63 (1996)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.brownfinancialadvisory.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Brown Financial Advisory 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, Brown Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel McLeod based?

Daniel McLeod is based in Fairhope, Alabama.

### What credentials does Daniel McLeod hold?

Daniel McLeod holds the CFP and ChFC credentials.

### Is Daniel McLeod registered with the SEC?

Yes. Daniel McLeod is registered as an investment adviser representative in AL and TX (CRD 2752145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brown Financial Advisory manage?

Brown Financial Advisory reports $468.2M across 859 accounts in assets under management.

### How do I contact Daniel McLeod?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2752145): 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

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