Gary Brewton
Titletown Wealth Management · Green Bay, Wisconsin
Gary Brewton is a fee-only financial advisor at Titletown Wealth Management in Green Bay, Wisconsin, who holds the CFP credential. Titletown Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Titletown Wealth Management |
|---|---|
| Based in | Green Bay, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.3M across 731 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 4998814 |
| Exams passed | Series 63 (2005) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.titletownwm.com |
How Gary's firm compares
- Titletown Wealth Management's average account is about $206,000, from its Form ADV (assets managed divided by 731 accounts).
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Questions about Gary
Is Gary Brewton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Titletown Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Titletown Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Brewton based?
Gary Brewton is based in Green Bay, Wisconsin.
What credentials does Gary Brewton hold?
Gary Brewton holds the CFP credential.
Is Gary Brewton registered with the SEC?
Yes. Gary Brewton is registered as an investment adviser representative in TX and WI (CRD 4998814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Titletown Wealth Management manage?
Titletown Wealth Management reports $150.3M across 731 accounts in assets under management.
How do I contact Gary Brewton?
Through Gary's website, www.titletownwm.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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