Firm
Brown Financial Planning
Bay City, Michigan
Fee-only
Brown Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 117 individual clients, 18 of them high net worth.
- Its average account is about $136,000 (assets it manages divided by its 167 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bay City, Michigan |
|---|---|
| Website | browncompfinancial.com |
| Phone | (989) 493-2940 |
Brown Financial Planning fees
Brown Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 99 |
| High-net-worth clients | 18 |
| Accounts managed | 167 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 169330 |