Paul Brown
Clearstone Wealth Management · Murfreesboro, Tennessee
Paul Brown is a fee-only financial advisor at Clearstone Wealth Management in Murfreesboro, Tennessee. Paul focuses on retirement planning, founders (pre-exit) and small business owners. Clearstone Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Executives
Facts
| Firm | Clearstone Wealth Management |
|---|---|
| Based in | Murfreesboro, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $30.1M across 95 accounts |
| SEC registration | Investment adviser representative in MT, TN, WA · CRD 6569754 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | clearstonewm.com |
| Profile |
How Paul's firm compares
- Clearstone Wealth Management's average account is about $317,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Paul
Is Paul Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Clearstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Clearstone Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Paul work with clients virtually?
Yes. Clearstone Wealth Management says on its website that it works with clients remotely.
Where is Paul Brown based?
Paul Brown is based in Murfreesboro, Tennessee.
What does Paul specialize in?
Paul's specialties include retirement planning, founders (pre-exit), small business owners, tax planning and estate & legacy planning. Paul works with founders, retirees and executives.
Is Paul Brown registered with the SEC?
Yes. Paul Brown is registered as an investment adviser representative in MT, TN and WA (CRD 6569754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clearstone Wealth Management manage?
Clearstone Wealth Management reports $30.1M across 95 accounts in assets under management.
How do I contact Paul Brown?
Through Paul's website, clearstonewm.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
- Clearstone Wealth Management 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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