# Joshua Lancaster

> Joshua Lancaster is a fee-only financial advisor at Brown Financial Advisory in Fairhope, Alabama, who holds the CFA credential. Brown Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-lancaster/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brown Financial Advisory
- **Based in:** Fairhope, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $468.2M across 859 accounts
- **Credentials:** CFA
- **CRD:** 2424549 (https://adviserinfo.sec.gov/individual/summary/2424549)
- **SEC registration:** Investment adviser representative in AL
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.brownfinancialadvisory.com

## Frequently asked questions

### Is Joshua Lancaster a fee-only financial advisor?

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

### How does Joshua charge for financial advice?

Joshua's firm, Brown Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Lancaster based?

Joshua Lancaster is based in Fairhope, Alabama.

### What credentials does Joshua Lancaster hold?

Joshua Lancaster holds the CFA credential.

### Is Joshua Lancaster registered with the SEC?

Yes. Joshua Lancaster is registered as an investment adviser representative in AL (CRD 2424549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brown Financial Advisory manage?

Brown Financial Advisory reports $468.2M across 859 accounts in assets under management.

### How do I contact Joshua Lancaster?

Through Joshua's website, www.brownfinancialadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2424549): 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

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