Katherine Brown
Joss Brown Wealth Advisors · Newport News, Virginia
Katherine Brown is a fee-only financial advisor at Joss Brown Wealth Advisors in Newport News, Virginia, who holds the CFP credential. Joss Brown Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Joss Brown Wealth Advisors |
|---|---|
| Based in | Newport News, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.4M across 603 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4311348 |
| Exams passed | Series 63 (2000) · Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.jossbrown.com |
How Katherine's firm compares
- Joss Brown Wealth Advisors's average account is about $269,000, from its Form ADV (assets managed divided by 603 accounts).
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Questions about Katherine
Is Katherine Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Joss Brown Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Joss Brown Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Brown based?
Katherine Brown is based in Newport News, Virginia.
What credentials does Katherine Brown hold?
Katherine Brown holds the CFP credential.
Is Katherine Brown registered with the SEC?
Yes. Katherine Brown is registered as an investment adviser representative in VA (CRD 4311348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Joss Brown Wealth Advisors manage?
Joss Brown Wealth Advisors reports $162.4M across 603 accounts in assets under management.
How do I contact Katherine Brown?
Through Katherine's website, www.jossbrown.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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