Brown Financial Planning LLC

Brown Financial Planning LLC (CRD# 169330) is a financial advisory firm headquartered in Essexville, MI. They manage $1,800,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $40,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Brown Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathan W. Brown
CRD#: 6256889
1486 N Wagner Rd, Essexville, MI 48732
89
Wealthminder
score

Nathan Brown (CRD# 6256889) is an Investment Advisor Representative working at Brown Financial Planning LLC in Essexville, MI and has over 3 years of experience in the finance industry.

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