R Brian Werner
Winthrop Partners · Doylestown, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Winthrop Partners |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model | Percentage of assets |
| Credentials | CFA · CFP |
| Website | winthroppartners.com |
| Profile |
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Questions about R Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Winthrop Partners website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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