# John Brady

> John Brady is a fee-only financial advisor at MBR Financial in Houston, Texas. John charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, divorce financial planning and estate & legacy planning.

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

## Facts

- **Firm:** MBR Financial
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly
- **Assets under management (firm):** $956.4M across 1,516 accounts
- **Specialties:** Retirement planning, Divorce financial planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Divorced individuals, Founders
- **CRD:** 7449693 (https://adviserinfo.sec.gov/individual/summary/7449693)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2022), Series 65 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.mbrfinancial.com

## Frequently asked questions

### Is John Brady a fee-only financial advisor?

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

### How does John charge for financial advice?

John charges a percentage of assets, a flat fee or retainer and hourly fees.

### Where is John Brady based?

John Brady is based in Houston, Texas.

### What does John specialize in?

John's specialties include retirement planning, divorce financial planning, estate & legacy planning and tax planning. John works with retirees, pre-retirees, mid-life transitions, divorced individuals and founders.

### Is John Brady registered with the SEC?

Yes. John Brady is registered as an investment adviser representative in TX (CRD 7449693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MBR Financial manage?

MBR Financial reports $956.4M across 1,516 accounts in assets under management.

### How do I contact John Brady?

Through John's website, www.mbrfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7449693): 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.mbrfinancial.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.