Steven O'Mara
Brown Financial Planning · Bay City, Michigan
Steven O'Mara is a fee-only financial advisor at Brown Financial Planning in Bay City, Michigan. Steven charges a percentage of assets and focuses on small business owners, retirement planning and tax planning.
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Specialties
Facts
| Firm | Brown Financial Planning |
|---|---|
| Based in | Bay City, Michigan |
| Fee model | Percentage of assets |
| Assets under management | $22.7M across 167 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7142734 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | browncompfinancial.com |
How Steven's firm compares
- Brown Financial Planning's average account is about $136,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Steven
Is Steven O'Mara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Brown Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets.
Where is Steven O'Mara based?
Steven O'Mara is based in Bay City, Michigan.
What does Steven specialize in?
Steven's specialties include small business owners, retirement planning, tax planning and estate & legacy planning.
Is Steven O'Mara registered with the SEC?
Yes. Steven O'Mara is registered as an investment adviser representative in MI (CRD 7142734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brown Financial Planning manage?
Brown Financial Planning reports $22.7M across 167 accounts in assets under management.
How do I contact Steven O'Mara?
Through Steven's website, browncompfinancial.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 Financial Planning 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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