A complete list of active advisors currently associated with Brown Financial Advisors, LLC

Warmer can help you find a great advisor at Brown Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Brown Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.