Josh Matthews
Brownlee Wealth Management · Houston, Texas
Josh Matthews is a fee-only financial advisor at Brownlee Wealth Management in Houston, Texas. 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 |
| SEC registration | Investment adviser representative in TX · CRD 8180940 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | brownleewealthmanagement.com |
How Josh'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 Josh
Is Josh Matthews a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Josh 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 Josh charge for financial advice?
Josh's firm, Brownlee Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Josh Matthews based?
Josh Matthews is based in Houston, Texas.
Is Josh Matthews registered with the SEC?
Yes. Josh Matthews is registered as an investment adviser representative in TX (CRD 8180940), 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 Josh Matthews?
Through Josh'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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