# James Brown

> James Brown is a fee-only financial advisor at Meritis Wealth Management in Potomac, Maryland, who holds the CFP credential. James focuses on retirement planning, estate & legacy planning and family wealth transfer. Meritis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-brown-4895673/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Meritis Wealth Management
- **Based in:** Potomac, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $224.4M across 418 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4895673 (https://adviserinfo.sec.gov/individual/summary/4895673)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.meritiswealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Meritis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Meritis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Brown based?

James Brown is based in Potomac, Maryland.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning and family wealth transfer. James works with pre-retirees and retirees.

### What credentials does James Brown hold?

James Brown holds the CFP credential.

### Is James Brown registered with the SEC?

Yes. James Brown is registered as an investment adviser representative in MD and TX (CRD 4895673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meritis Wealth Management manage?

Meritis Wealth Management reports $224.4M across 418 accounts in assets under management.

### How do I contact James Brown?

Through James's website, www.meritiswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4895673): 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
- The firm's website (https://www.meritiswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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