Fort Worth, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Brownlee Wealth Management
Team
Firm-wide stats for Brownlee Wealth Management
Clients per advisor
17 Very LowAvg AUM per client
$3,691,544 Very HighHNW client ratio
80% Very HighAbout
Brownlee Wealth Management serves individual and high-net-worth clients as well as corporate clients, with a stated focus on employees of large energy companies. The firm offers investment management and ongoing financial planning services, and also provides project-based planning engagements and referrals to third-party investment managers.
Investment decisions are guided by Modern Portfolio Theory and a predominantly passive, buy-and-hold approach using index mutual funds and ETFs with static target weights; the firm may hold legacy securities for tax reasons and implements tax-aware strategies when appropriate. BWM typically acts with discretionary authority for managed accounts and monitors third-party managers it recommends.
What is notable relative to peers is that BWM does not bill on a percentage-of-assets basis and instead uses a non-standard fee arrangement for advisory services. The firm’s marketing practices also differ from most team firms: it uses client testimonials and references third-party ratings, and it operates as a small team managing roughly $465 million for a compact client base.
Based on Brownlee Wealth Management
Expertise
Based on Brownlee Wealth Management
Location
Fort Worth TX
Advisors at this office
2
Advisors at this office
Carolyn L
ChFC®
Fort Worth, TX
Brownlee Wealth Management
Carolyn Lingle is a ChFC® credentialed advisor with Brownlee Wealth Management in Fort Worth, TX, bringing two years of industry experience. Prior to joining Brownlee Wealth Management, she worked for seven years at Navy Mutual Aid Association. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, particularly employees of large energy companies. The firm employs a passive, buy-and-hold investment strategy guided by Modern Portfolio Theory and uses tax-aware techniques, offering both ongoing financial planning and referrals to third-party managers.
Justin B
CFP®
Fort Worth, TX
Brownlee Wealth Management
Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment
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