Firm
Brown PCFO
Bellingham, Washington
Fee-only
Facts
| Based in | Bellingham, Washington |
|---|---|
| Website | brownpcfo.com |
| Phone | (360) 284-9442 |
Brown PCFO fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"$250/hour: Engagements typically range between 15-30 hours" source
"For households with under $1M AUM, the fee is 0.95%." source
"For households with under $1M AUM, the fee is 0.95%." source
"$250/hour: Engagements typically range between 15-30 hours depending on your current situation and complexity." source
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 |
|---|---|
| Assets managed | $22 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | May 11, 2026 |
| SEC record | CRD 330769 |