Jared Machen
Brownlee Wealth Management · Houston, Texas
Jared Machen is a fee-only financial advisor at Brownlee Wealth Management in Houston, Texas, who holds the CFP credential. Brownlee Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brownlee Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $465.3M across 358 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6492755 |
| Exams passed | Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | brownleewealthmanagement.com |
How Jared's firm compares
- Brownlee Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 358 accounts).
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Questions about Jared
Is Jared Machen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Brownlee Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Brownlee Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Jared Machen based?
Jared Machen is based in Houston, Texas.
What credentials does Jared Machen hold?
Jared Machen holds the CFP credential.
Is Jared Machen registered with the SEC?
Yes. Jared Machen is registered as an investment adviser representative in TX (CRD 6492755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brownlee Wealth Management manage?
Brownlee Wealth Management reports $465.3M across 358 accounts in assets under management.
How do I contact Jared Machen?
Through Jared's website, brownleewealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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