Roy Brown
Trueman Brown · Lake Zurich, Illinois
Roy Brown is a fee-only financial advisor at Trueman Brown in Lake Zurich, Illinois, who holds the CFP credential. Trueman Brown reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trueman Brown |
|---|---|
| Based in | Lake Zurich, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $196.1M across 373 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2194463 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Roy's firm compares
- Trueman Brown's average account is about $526,000, from its Form ADV (assets managed divided by 373 accounts).
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Questions about Roy
Is Roy Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roy holds no broker registration, and Trueman Brown reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roy charge for financial advice?
Roy's firm, Trueman Brown, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roy Brown based?
Roy Brown is based in Lake Zurich, Illinois.
What credentials does Roy Brown hold?
Roy Brown holds the CFP credential.
Is Roy Brown registered with the SEC?
Yes. Roy Brown is registered as an investment adviser representative in IL (CRD 2194463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trueman Brown manage?
Trueman Brown reports $196.1M across 373 accounts in assets under management.
How do I contact Roy Brown?
Contact details aren't on file yet. Search for Trueman Brown.
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
- 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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