Rosemary Yue
Brown | Miller Wealth Management · Mclean, Virginia
Rosemary Yue is a fee-only financial advisor at Brown | Miller Wealth Management in Mclean, Virginia. Rosemary focuses on retirement planning. Brown | Miller Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Brown | Miller Wealth Management |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $991.1M across 2,704 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4893509 |
| Exams passed | Series 66 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | brownmillerwm.com |
How Rosemary's firm compares
- Brown | Miller Wealth Management's average account is about $367,000, from its Form ADV (assets managed divided by 2,704 accounts).
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Questions about Rosemary
Is Rosemary Yue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosemary holds no broker registration, and Brown | Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosemary charge for financial advice?
Rosemary's firm, Brown | Miller Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rosemary Yue based?
Rosemary Yue is based in Mclean, Virginia.
What does Rosemary specialize in?
Rosemary's specialties include retirement planning.
Is Rosemary Yue registered with the SEC?
Yes. Rosemary Yue is registered as an investment adviser representative in TX and VA (CRD 4893509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brown | Miller Wealth Management manage?
Brown | Miller Wealth Management reports $991.1M across 2,704 accounts in assets under management.
How do I contact Rosemary Yue?
Through Rosemary's website, brownmillerwm.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
- Brown | Miller 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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