Joss Brown Wealth Advisors
Newport News, Virginia
Joss Brown Wealth Advisors at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 127 individual clients, 69 of them high net worth.
- Its average account is about $269,000 (assets it manages divided by its 603 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Newport News, Virginia |
|---|---|
| [email protected] | |
| Phone | (757) 903-2127 |
Questions about Joss Brown Wealth Advisors
How is Joss Brown Wealth Advisors paid?
Joss Brown Wealth Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Joss Brown Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Joss Brown Wealth Advisors, and 4 hold the CFP.
What is the average account at Joss Brown Wealth Advisors?
Joss Brown Wealth Advisors's average account is about $269,000. That's the assets on its Form ADV divided by its 603 accounts.
What does Joss Brown Wealth Advisors specialize in?
Joss Brown Wealth Advisors's advisors and website list retirement planning, pension planning, sustainable & impact investing and estate & legacy planning.
Joss Brown Wealth Advisors fees
Joss Brown Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $162 million |
| Individual clients | 58 |
| High-net-worth clients | 69 |
| Accounts managed | 603 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-127223) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 324719 |
Advisors at this firm (4)
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