Joshua Lancaster
Brown Financial Advisory · Fairhope, Alabama
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.
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Facts
| Firm | Brown Financial Advisory |
|---|---|
| Based in | Fairhope, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $468.2M across 859 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL · CRD 2424549 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.brownfinancialadvisory.com |
How Joshua's firm compares
- Brown Financial Advisory's average account is about $545,000, from its Form ADV (assets managed divided by 859 accounts).
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Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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