Brown Financial Advisors, LLC
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About
Brown Financial Advisors, LLC provides fee-based financial planning and asset management to individuals, including high-net-worth clients and trusts, and offers planning on a negotiable fixed-fee or hourly basis. The firm generally charges fees based on a percentage of assets under management and delivers portfolio management through a co-advisor relationship with Gradient Investments.
BFA’s advisory process centers on recommending and overseeing third-party model portfolios managed by Gradient; the firm assists clients with model selection and retains discretion to select and change models while the third party manages underlying holdings. For financial planning and security review BFA uses fundamental analysis for insurance and planning work and technical analysis for funds and stocks, documents client objectives in investment policy statements, and conducts periodic account reviews.
Compared with peers, BFA’s structure is notable: it reports roughly $323 million in AUM, operates five offices, and serves 613 clients with three advisors — a client-to-advisor ratio of over 200, which is unusual for firms of this category. The firm is affiliated with an insurance and tax advisory business and participates in a fee-sharing and incentive arrangement with its co-advisor, relationships the brochure discloses as potential conflicts of interest and describes mitigants for.
Client services
Expertise
Fee options
Negotiable fixed fee up to $2,500 based on complexity and unique client needs
$0+: 1.55% $0+: 1.40% $0+: 1.00%
$200 per hour
Main office
964 State Route 28
Milford OH 45150
Advisors at this office
3
Most active in
Florida · Indiana · Kentucky · Ohio · Oklahoma · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alexander B
Series 65
Milford, OH
Brown Financial Advisors, LLC
Alexander Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, where he has worked since 2016. He has seven years of industry experience and also operates Brown Insurance & Tax Advisors, LLC, providing insurance and tax services. Brown Financial Advisors serves individual and high-net-worth clients, managing approximately $299 million in discretionary assets across five offices. The firm primarily uses a co-advisor model with third-party portfolio managers, offering financial planning and consulting services tailored to client objectives.
Gregory B
Series 65
Milford, OH
Brown Financial Advisors, LLC
Gregory Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, bringing 18 years of industry experience. He has been with Brown Financial Advisors since 2008 and also manages Brown Insurance & Tax Advisors, where he spends about 25% of his time on insurance sales and tax preparation. Brown Financial Advisors provides fee-based financial planning and asset management services to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor relationship with Gradient Investments to manage third-party model portfolios and combines fundamental and technical analysis in its planning and review processes.
Myron B
Series 65
Milford, OH
Brown Financial Advisors, LLC
Myron Borth II is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Brown Financial Advisors, LLC since 2012 and also serves as vice president, insurance agent, and tax preparer at Brown Insurance & Tax Advisors. Additionally, he works as a loan officer at Gradient Home Mortgage, LLC. Brown Financial Advisors serves individual and high-net-worth clients by providing portfolio management through third-party co-advisors, along with financial planning and consulting services. The firm manages approximately $299 million in discretionary assets and supports around 679 client relationships across five offices.
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