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Megan Leigh Brown

Advisor at Ascentis Independent Advisors, LLC — Waleska, GA

Updated today

Credentials

Series 66

Experience

14 years

Location

Waleska, GA

Ascentis Independent Advisors, LLC logo

Ascentis Independent Advisors, LLC

Multi-team

Total advisors

43

Across 33 offices

Clients per advisor

63 Typical

Avg AUM per client

$738,385 Typical

HNW client ratio

23% Typical

About

Megan Brown is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Dempsey Lord Smith, LLC for 11 years and has been with Ascentis since 2026, as well as with Bristal Lane Group since 2025. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing a mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Client services

Based on Ascentis Independent Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Ascentis Independent Advisors, LLC

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations

Occupation focus

Based on Ascentis Independent Advisors, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting fees range from $1,500 to $10,000; Retirement Plan Consulting fees range from $750 to $10,000

Commissions

Certain representatives may receive commissions from sale of insurance and securities products.

Project-based

Financial planning and consulting up to $350/hr; Retirement Plan Consulting up to $250/hr

Other

Fee-only: Financial planning and consulting: hourly fees up to $350/hr, flat fees from $1,500 to $10,000; Retirement Plan Consulting: hourly fees up to $250/hr, flat fees from $750 to $10,000; fees based on Plan assets up to 2.00%

Location

See office

Waleska, GA

Waleska GA

Advisors at this office

1

Most active in

Georgia

Work history

14 years of industry experience

Ascentis

2026 - Present • 1 year

Waleska, GA

Bristal Lane Group

2025 - Present • 1 year

Waleska, GA

Dempsey Lord Smith, LLC

2014 - 2025 • 11 years

Rome, GA

Mccormack Financial Planning Inc.

2013 - 2015 • 2 years

Atlanta, GA

Cape Investment Advisory, Inc.

2012 - 2014 • 2 years

McDonough, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Erin M

CFP®, Series 63, Series 65

Milton, GA

MRP Advisors, LLC

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
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Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Robert M

CFP®, CFA®, Series 65

Big Canoe, GA

Compass Advisors LLC

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Income planning General retirement planning Wealth management Active portfolio management General tax planning
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Steven G

CFA®, Series 63, Series 65

Canton, GA

Windward Partners, L.L.C.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

Options & derivatives strategies
user avatar

David B

CFP®, Series 63

Canton, GA

Datapoint Financial Planning, LLC

David Barfield is a CFP® professional with four years of industry experience. He is the principal advisor at Datapoint Financial Planning, LLC, where he has worked since 2021. Prior to that, he spent five years at Fiserv and one year at Chastain Wealth Management. Datapoint Financial Planning is a fee-only, state-registered firm serving individuals and high-net-worth clients through project-based comprehensive financial planning and limited-scope hourly engagements. The firm provides investment recommendations framed by modern portfolio theory and passive index/ETF strategies, without managing or holding client assets, and focuses on business owner and employee-benefit planning.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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Kenneth M

CFP®, Series 63

Cartersville, GA

NPV Advisory Services, LLC

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management
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