# R Brian Werner

> R Brian Werner is a fee-only financial advisor at Winthrop Partners in Doylestown, Pennsylvania, who holds the CFA and CFP credentials. R Brian charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/r-brian-werner/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Winthrop Partners
- **Based in:** Doylestown, Pennsylvania
- **Fee model:** Percentage of assets
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **Website:** https://winthroppartners.com

## Frequently asked questions

### Is R Brian Werner a fee-only financial advisor?

Yes. R Brian Werner is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does R Brian charge for financial advice?

R Brian charges a percentage of assets.

### Where is R Brian Werner based?

R Brian Werner is based in Doylestown, Pennsylvania.

### What does R Brian specialize in?

R Brian's specialties include retirement planning, tax planning and estate & legacy planning. R Brian works with retirees and pre-retirees.

### What credentials does R Brian Werner hold?

R Brian Werner holds the CFA and CFP credentials.

### How do I contact R Brian Werner?

Through R Brian's website, winthroppartners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44596): NAPFA admits only fee-only advisors
- The firm's website (https://winthroppartners.com/): specialties, clients served, and fees, checked October 28, 2026

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