Brown | Miller Wealth Management, LLC logo

Brown | Miller Wealth Management, LLC

Updated today

Client AUM

$947,087,742

Clients

487

Advisors

11

of 11 employees

About

Brown Miller Wealth Management is a fee-only registered investment adviser that manages approximately $991 million for roughly 487 clients through an 11-advisor team. The firm serves individuals, high-net-worth clients, trusts, retirement plans and businesses, offering investment and wealth management, financial planning and consulting, the selection of independent managers, and fiduciary and non‑fiduciary plan sponsor services.

The firm constructs customized, tax-aware asset allocations that combine active and passive strategies across equities, fixed income, ETFs and mutual funds, and may allocate to alternative investments or third‑party managers when appropriate. BMWM provides both discretionary portfolio management and consulting engagements, and it also manages held-away retirement and education accounts through a third‑party platform while employing an UMA overlay provider and a contracted broker-dealer for trade execution and operational support.

Notable operational features disclosed in the brochure include BMWM’s use of an UMA platform and its contractual relationships with Trade‑PMR and a clearing custodian for execution and reporting, receipt of non‑monetary services from those vendors, and participation in the Robinhood Advisor Network referral program with ongoing referral fees to RAM. The firm is also deemed to have custody in certain limited circumstances due to standing letters of authorization and includes held-away assets in its advisory reporting and oversight, arrangements the firm discloses as potential conflicts of interest for clients to consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees may be charged for financial planning and consulting services; no minimum fee; financial analysis fee shall not exceed $20,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.40%

Project-based

Hourly fees available for consulting and financial planning; up to $20,000 max total

Other

Account minimum: $500,000 - $1,000,000 per household Fee-only: Fee-only basis; no commissions

Main office

8280 Greensboro Drive, Suite 220

McLean VA 22102

Advisors at this office

11

Most active in

Arizona · California · Colorado · District of Columbia · Florida · Georgia · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Vermont · Virginia · West Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Panagiotis P

CFP®, Series 65

McLean, VA

Brown | Miller Wealth Management, LLC

Panagiotis Plevritis is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brown | Miller Wealth Management, LLC with four years of industry experience. His prior roles include positions at ALMA Bank and Northwestern Mutual Investment Services LLC. Brown Miller Wealth Management, LLC is a fee-only registered investment adviser managing approximately $991 million for about 487 clients through an 11-advisor team. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses with customized, tax-aware investment and wealth management strategies that combine active and passive approaches across multiple asset classes.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Kyler S

CFP®

McLean, VA

Brown | Miller Wealth Management, LLC

Kyler Stephens is a CFP® professional with three years of industry experience, currently serving at Brown | Miller Wealth Management, LLC since 2025. Prior to this role, he worked at Cerity Partners LLC, FJY Financial, and Traditions Wealth Advisors. He also has a background in education from Texas A&M University. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for nearly 500 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocations that combine active and passive strategies across a range of investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Hunter A

CFP®, Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Hunter Adams is a CFP® professional with four years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, joining the firm in 2023 after a prior role at Merrill. His background also includes positions in education and hospitality. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Christopher B

CFP®, Series 63, Series 65

McLean, VA

Brown | Miller Wealth Management, LLC

Christopher Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, where he has served since 2020, following 12 years at Wells Fargo Clearing. Brown is an emeritus trustee of the University of Georgia Foundation and a co-owner of Surfrock, LLC, a family real estate management company. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocation strategies that combine active and passive investments and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

David M

CFP®, Series 63, Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

David Miller is a CFP® professional with 24 years of industry experience. He is currently part of Brown | Miller Wealth Management, LLC in McLean, VA, where he has worked since 2020, following 12 years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies and provides both discretionary portfolio management and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Rosemary Y

Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following nine years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies, including equities, fixed income, ETFs, and mutual funds, and may incorporate alternative investments or third-party managers when appropriate.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Elizabeth S

CFP®, Series 63, Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Elizabeth Sharp is a CFP® professional with 11 years of industry experience. She is currently with Brown | Miller Wealth Management, LLC, where she has worked since 2020 following prior roles at Seia LLC and Zhang Financial. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Jason S

Series 65, Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley and Chevy Chase Trust. Seney joined Brown Miller Wealth Management in 2024. Brown | Miller Wealth Management is a fee-only registered investment adviser that manages approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm employs a tax-aware, customized asset allocation approach combining active and passive strategies across multiple asset classes, offering both discretionary portfolio management and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Hugh Q

CFP®, Series 65

McLean, VA

Brown | Miller Wealth Management, LLC

Hugh Quinn is a CFP® with two years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. His prior experience includes roles at Cerity Partners LLC, McAdam LLC, and Northwestern Mutual. Brown | Miller Wealth Management is a fee-only registered investment adviser managing nearly $1 billion for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies and provides both discretionary portfolio management and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Brittany H

Series 65

McLean, VA

Brown | Miller Wealth Management, LLC

Brittany Heath is a financial advisor at Brown | Miller Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Navy Federal Title Services and PNC Bank. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar

Timothy F

CFP®, Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Timothy Flanigan is a CFP® with 17 years of industry experience. He has worked at Brown | Miller Wealth Management, LLC since 2020 and previously held roles at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a blend of active and passive strategies and provides both discretionary portfolio management and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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