Troy Brown
Tidecrest Wealth Management · Newport Beach, California
Troy Brown is a fee-only financial advisor at Tidecrest Wealth Management in Newport Beach, California, who holds the CFP credential. Tidecrest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tidecrest Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $249.7M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6698540 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tidecrestwm.com |
| Profile |
How Troy's firm compares
- Tidecrest Wealth Management's average account is about $643,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Troy
Is Troy Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and Tidecrest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, Tidecrest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Troy Brown based?
Troy Brown is based in Newport Beach, California.
What credentials does Troy Brown hold?
Troy Brown holds the CFP credential.
Is Troy Brown registered with the SEC?
Yes. Troy Brown is registered as an investment adviser representative in CA (CRD 6698540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidecrest Wealth Management manage?
Tidecrest Wealth Management reports $249.7M across 388 accounts in assets under management.
How do I contact Troy Brown?
Through Troy's website, www.tidecrestwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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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