Kelly Brown
Brown PCFO · Bellingham, Washington
Kelly Brown is a fee-only financial advisor at Brown PCFO in Bellingham, Washington, who holds the CFP credential. Kelly charges a percentage of assets, hourly fees and a one-time planning fee ($250 an hour and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Brown PCFO |
|---|---|
| Based in | Bellingham, Washington |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | $250 an hour · 0.95% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $21.9M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5499683 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brownpcfo.com |
| Profile |
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Questions about Kelly
Is Kelly Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Brown PCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Kelly charge?
According to Brown PCFO's website, checked October 30, 2026: $250 an hour; 0.95% a year on the first tier of assets managed.
Where is Kelly Brown based?
Kelly Brown is based in Bellingham, Washington.
What does Kelly specialize in?
Kelly's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation. Kelly works with multi-generational families.
What credentials does Kelly Brown hold?
Kelly Brown holds the CFP credential.
Is Kelly Brown registered with the SEC?
Yes. Kelly Brown is registered as an investment adviser representative in WA (CRD 5499683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brown PCFO manage?
Brown PCFO reports $21.9M across 63 accounts in assets under management.
How do I contact Kelly Brown?
Through Kelly's website, www.brownpcfo.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
- Brown PCFO website : specialties, clients served, and fees, checked October 30, 2026
- 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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