Matthew Brown
Mills Wealth Advisors · Southlake, Texas
Matthew Brown is a fee-only financial advisor at Mills Wealth Advisors in Southlake, Texas, who holds the CFP credential. Matthew focuses on founders (pre-exit), retirement planning and tax planning. Mills Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Mills Wealth Advisors |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $548.7M across 1,877 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6245624 |
| Exams passed | Series 63 (2013) · Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.millswealthadvisors.com |
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Questions about Matthew
Is Matthew Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Mills Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Mills Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Matthew Brown based?
Matthew Brown is based in Southlake, Texas.
What does Matthew specialize in?
Matthew's specialties include founders (pre-exit), retirement planning, tax planning and estate & legacy planning. Matthew works with founders.
What credentials does Matthew Brown hold?
Matthew Brown holds the CFP credential.
Is Matthew Brown registered with the SEC?
Yes. Matthew Brown is registered as an investment adviser representative in TX (CRD 6245624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mills Wealth Advisors manage?
Mills Wealth Advisors reports $548.7M across 1,877 accounts in assets under management.
How do I contact Matthew Brown?
Through Matthew's website, www.millswealthadvisors.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
- Mills Wealth Advisors 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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