Daniel McLeod
Brown Financial Advisory · Fairhope, Alabama
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.
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Facts
| Firm | Brown Financial Advisory |
|---|---|
| Based in | Fairhope, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $468.2M across 859 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in AL, TX · CRD 2752145 |
| Exams passed | Series 63 (1996) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.brownfinancialadvisory.com |
How Daniel's firm compares
- Brown Financial Advisory's average account is about $545,000, from its Form ADV (assets managed divided by 859 accounts).
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Questions about Daniel
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.
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
- 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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