Michael David Brown
Advisor at The Planning Group — Northfield, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 66
Experience Industry experience
25 years
Location
Northfield, IL 60093
The Planning Group
Supported
Total advisors
4Clients per advisor
63 HighAvg AUM per client
$1,099,260 HighHNW client ratio
24% TypicalMichael Brown is a CFA® charterholder with 24 years of industry experience. He is affiliated with The Planning Group, where he has worked since 1999, and previously held roles at Cambridge Investment Research Advisors. Brown holds a CPA credential and serves as a licensed insurance agent; he also acts as a paid trustee for two individual family trusts. The Planning Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored, model-based portfolios, primarily using mutual funds, ETFs, fixed income, and other investment products.
Based on The Planning Group
Fixed fees for financial planning between $500 and $25,000
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50%
$100 to $500 per hour
Fee-only: Fixed fees between $500 and $25,000; Hourly fees between $100 and $500
Northfield, IL
465 Central Ave, Suite 201
Northfield IL 60093
Advisors at this office
4
Arizona · California · Florida · Illinois
25 years of industry experience
TPG Advisors LLC
2018 - Present • 8 years
Northfield, IL
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2009 - 2018 • 9 years
Fairfield, IA
Cambridge Investment research, Inc
2009 - 2018 • 9 years
Fairfield, IA
The Planning Group, Inc.
1999 - Present • 27 years
Northfield, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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