Robert Brown
The R.L. Brown Advisory Group · Pleasanton, California
Robert Brown is a fee-only financial advisor at The R.L. Brown Advisory Group in Pleasanton, California, who holds the CFA credential. The R.L. Brown Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The R.L. Brown Advisory Group |
|---|---|
| Based in | Pleasanton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.0M across 40 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5460801 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rlbrownadvisors.com |
How Robert's firm compares
- The R.L. Brown Advisory Group's average account is about $299,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Robert
Is Robert Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and The R.L. Brown Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, The R.L. Brown Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Brown based?
Robert Brown is based in Pleasanton, California.
What credentials does Robert Brown hold?
Robert Brown holds the CFA credential.
Is Robert Brown registered with the SEC?
Yes. Robert Brown is registered as an investment adviser representative in CA (CRD 5460801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The R.L. Brown Advisory Group manage?
The R.L. Brown Advisory Group reports $12.0M across 40 accounts in assets under management.
How do I contact Robert Brown?
Through Robert's website, www.rlbrownadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pleasanton
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
- 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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