# Greg Brown

> Greg Brown is a fee-only financial advisor at Pathway Financial Planning, LLC in Novi, Michigan, who holds the CFP credential. Greg charges a percentage of assets (0.5% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/greg-brown/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pathway Financial Planning, LLC
- **Based in:** Novi, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5% a year on the first tier of assets managed; a $500,000 asset minimum
- **Assets under management (firm):** $37.5M across 96 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6002011 (https://adviserinfo.sec.gov/individual/summary/6002011)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://pathwayplanning.com

## Frequently asked questions

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

Yes. Greg Brown is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.

### How does Greg charge for financial advice?

Greg charges a percentage of assets.

### How much does Greg charge?

According to Pathway Financial Planning, LLC's website, checked October 28, 2026: 0.5% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Greg Brown based?

Greg Brown is based in Novi, Michigan.

### What does Greg specialize in?

Greg's specialties include retirement planning and tax planning.

### What credentials does Greg Brown hold?

Greg Brown holds the CFP credential.

### Is Greg Brown registered with the SEC?

Yes. Greg Brown is registered as an investment adviser representative in MI (CRD 6002011), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pathway Financial Planning, LLC manage?

Pathway Financial Planning, LLC reports $37.5M across 96 accounts in assets under management.

### How do I contact Greg Brown?

Through Greg's website, pathwayplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7042): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pathwayplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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