Greg Brown
Pathway Financial Planning, LLC · Novi, Michigan
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.
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Specialties
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 | $37.5M across 96 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6002011 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pathwayplanning.com |
| Profile |
How Greg's firm compares
- Pathway Financial Planning, LLC's average account is about $391,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Greg
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pathway Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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