# Justin Brownlee

> Justin Brownlee is a fee-only financial advisor at BWM Planning LLC d/b/a Brownlee Wealth Management in Houston, Texas, who holds the CFP credential. Justin charges a flat fee or retainer and focuses on flat-fee planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/justin-brownlee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** BWM Planning LLC d/b/a Brownlee Wealth Management
- **Based in:** Houston, Texas
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $465.3M across 358 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 6166759 (https://adviserinfo.sec.gov/individual/summary/6166759)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://bwmplanning.com

## Frequently asked questions

### Is Justin Brownlee a fee-only financial advisor?

Yes. Justin Brownlee is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Justin's firm.

### How does Justin charge for financial advice?

Justin charges a flat fee or retainer.

### Where is Justin Brownlee based?

Justin Brownlee is based in Houston, Texas.

### What does Justin specialize in?

Justin's specialties include flat-fee planning, tax planning, estate & legacy planning and retirement planning.

### What credentials does Justin Brownlee hold?

Justin Brownlee holds the CFP credential.

### Is Justin Brownlee registered with the SEC?

Yes. Justin Brownlee is registered as an investment adviser representative in TX (CRD 6166759), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does BWM Planning LLC d/b/a Brownlee Wealth Management manage?

BWM Planning LLC d/b/a Brownlee Wealth Management reports $465.3M across 358 accounts in assets under management.

### How do I contact Justin Brownlee?

Through Justin's website, bwmplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/justin-brownlee-11611): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bwmplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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