# Lynda Kommel-Browne

> Lynda Kommel-Browne is a fee-only financial advisor at Round Rock Advisors in Wilton, Connecticut, who holds the CFA credential. Lynda focuses on estate & legacy planning, tax planning and retirement planning. Round Rock Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lynda-kommel-browne/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Round Rock Advisors
- **Based in:** Wilton, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $906.7M across 1,935 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer
- **CRD:** 1365671 (https://adviserinfo.sec.gov/individual/summary/1365671)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1985)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://roundrockadvisors.com/

## Frequently asked questions

### Is Lynda Kommel-Browne a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lynda holds no broker registration, and Round Rock Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lynda charge for financial advice?

Lynda's firm, Round Rock Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lynda Kommel-Browne based?

Lynda Kommel-Browne is based in Wilton, Connecticut.

### What does Lynda specialize in?

Lynda's specialties include estate & legacy planning, tax planning, retirement planning and family wealth transfer.

### What credentials does Lynda Kommel-Browne hold?

Lynda Kommel-Browne holds the CFA credential.

### Is Lynda Kommel-Browne registered with the SEC?

Yes. Lynda Kommel-Browne is registered as an investment adviser representative in CT (CRD 1365671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Round Rock Advisors manage?

Round Rock Advisors reports $906.7M across 1,935 accounts in assets under management.

### How do I contact Lynda Kommel-Browne?

Through Lynda's website, roundrockadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1365671): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://roundrockadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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