D.S. Brown Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,514,498
Clients
97
24% 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
97
Very HighAverage account size
$706,335
About
D.S. Brown Wealth Advisors is a boutique, independent wealth management firm serving individuals (including high‑net‑worth clients), as well as corporations and other businesses. The firm provides comprehensive wealth management that combines financial planning and discretionary portfolio management, and also offers standalone planning and consultation services on an hourly, fixed‑fee, or subscription basis.
The firm takes a goals‑based, tailored approach to investing, using Modern Portfolio Theory and fundamental analysis and drawing on third‑party research sources to construct diversified portfolios across equities, mutual funds, ETFs, fixed income, ADRs, and REITs. Accounts are managed on a discretionary basis with ongoing monitoring and periodic formal reviews, and the firm generally recommends a qualified institutional custodian for trading and custody services.
What is distinctive is that the firm operates as a solo CFP‑certified investment advisor representative overseeing roughly $68.5 million in discretionary assets for about 97 clients, resulting in relatively high assets per client compared with many solo practices. The brochure also discloses two uncommon features for firms of this type: a solicitor/referral arrangement with a third‑party advisor network (with ongoing payment obligations under that agreement) and the firm’s advisor being a licensed insurance agent who offers life, disability, long‑term care products and fixed annuities and may receive insurance commissions in addition to advisory compensation (a conflict the brochure describes and discloses).
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Tax-loss harvesting
Cash flow / budgeting
Wealth management
Fee options
Fixed fees for financial planning and consultation services ranging from $3,000 to $10,000, negotiable
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: Negotiable
$500 per hour (minimum 1 hour), negotiable
Monthly subscription fee of $199 for fundamental financial planning advice, requires 12-month commitment, non-negotiable
Account minimum: $500,000 Fee-only: Hourly fees at $500/hour (negotiable), Fixed fees range from $3,000 to $10,000 (negotiable), Monthly subscription fee $199 (non-negotiable, 12-month commitment)
Main office location
D.S. Brown Wealth Advisors, LLC
Two Ballpark Center, 800 Battery Avenue Se,, Suite 300
Atlanta GA 30339, United States
Number of offices
1
Most active in
D.S. Brown Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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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.
Forms ADV
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