Shea Brown
Windle Wealth · Oklahoma City, Oklahoma
Shea Brown is a fee-only financial advisor at Windle Wealth in Oklahoma City, Oklahoma. Windle Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Executives
- Physicians
Facts
| Firm | Windle Wealth |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $251.0M across 1,022 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 7922340 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.windlewealth.com |
| Profile |
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Questions about Shea
Is Shea Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shea holds no broker registration, and Windle Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shea charge for financial advice?
Shea's firm, Windle Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shea Brown based?
Shea Brown is based in Oklahoma City, Oklahoma.
Is Shea Brown registered with the SEC?
Yes. Shea Brown is registered as an investment adviser representative in OK and TX (CRD 7922340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windle Wealth manage?
Windle Wealth reports $251.0M across 1,022 accounts in assets under management.
How do I contact Shea Brown?
Through Shea's website, www.windlewealth.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
- Windle Wealth 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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