Justin Brownlee
BWM Planning LLC d/b/a Brownlee Wealth Management · Houston, Texas
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.
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Specialties
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 |
| Assets under management | $465.3M across 358 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6166759 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | bwmplanning.com |
How Justin's firm compares
- BWM Planning LLC d/b/a 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 Justin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- BWM Planning LLC d/b/a Brownlee Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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