BWM Planning LLC d/b/a Brownlee Wealth Management

BWM Planning LLC d/b/a Brownlee Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 86 individual clients, 69 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 358 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

BWM Planning LLC d/b/a Brownlee Wealth Management fees

BWM Planning LLC d/b/a Brownlee Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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

Advisors at this firm (5)

• Carolyn Lingle

  ChFC

• Jared Machen

  CFP

• Josh Matthews

• Justin Brownlee

  CFP

• Nathan Steele

  CFP

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• Celtic Capital
• Clarified Wealth Advisory
• Concert Financial Planning, LLC
• Concurrent Wealth Management
• Core Capital Management and Research
• Cove Wealth Management

Fee-only advisors in Texas