B
Brownsboro Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,878,655
Clients
13
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$375,281
About
Brownsboro Financial provides investment management, financial planning, and advisory services to individual clients, including high-net-worth individuals. The firm offers tailored financial plans, retirement and tax-planning coordination, business planning, and both fixed-fee and ongoing monthly-retainer comprehensive planning engagements.
The firm primarily implements passive investment strategies using index mutual funds and exchange-traded funds and also recommends and monitors third‑party outside managers to implement client allocations. Account supervision is guided by client-specific investment policy statements, with reviews and ongoing contact to reassess objectives, suitability, and any client‑imposed restrictions.
The principal’s background in accounting — including current employment with an accounting firm and prior roles as an accountant, plus co‑ownership of a small real‑estate business — is a distinguishing feature that is uncommon among independent advisers. Operationally, Brownsboro Financial pairs that accounting perspective with a focus on passive portfolios and outside managers, and it structures client relationships with ongoing planning retainer options while noting it does not provide separate written investment reports for managed accounts.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Financial Planning fixed fee ranging from $1,000 to $2,500
$0 - $499,999: Included in Monthly Retainer (fixed monthly fee $100 - $250) $500,000 - $999,999: 0.90% $1,000,000 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour for financial planning
Comprehensive Financial Planning ongoing monthly fee $100 - $250, paid in arrears
Fee-only: Financial Planning fixed fee $1,000 - $2,500; hourly fee $150/hour; monthly retainer $100 - $250 depending on complexity
Main office location
Brownsboro Financial
101 S. Main St, 2 Nd Floor
Lockhart TX 78644, United States
Number of offices
1
Most active in
Brownsboro Financial has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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.
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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.
Forms ADV
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