Brownson, Rehmus & Foxworth

Brownson, Rehmus & Foxworth (CRD# 283135) is a financial advisory firm headquartered in Menlo Park, CA. They manage $1,920,943,000 in 81 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,921
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $23,715,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

CA, TX, WA

Financial Advisors at Brownson, Rehmus & Foxworth
Showing 1 - 6 of 6 top financial advisors.
1
Wen Tao Chen
CRD#: 5628567
1550 El Camino Real, Suite 290, Menlo Park, CA 94025
96
Wealthminder
score

Wen Tao Chen (CRD# 5628567) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth in Menlo Park, CA and has over 8 years of experience in the finance industry. Wen Tao Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David K. Murdock
CRD#: 2280830
1550 El Camino Real, Suite 290, Menlo Park, CA 94025
96
Wealthminder
score

David Murdock (CRD# 2280830) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth in Menlo Park, CA and has over 25 years of experience in the finance industry. David Murdock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher C. Leary
CRD#: 6599893
1550 El Camino Real, Suite 290, Menlo Park, CA 94025
90
Wealthminder
score

Christopher Leary (CRD# 6599893) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth in Menlo Park, CA and has 1 year of experience in the finance industry.

4
Andrew J. Ish
CRD#: 6546286
1550 El Camino Real, Suite 290, Menlo Park, CA 94025
87
Wealthminder
score

Andrew Ish (CRD# 6546286) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth in Menlo Park, CA and has 1 year of experience in the finance industry.

5
Tyler C. Johnson
CRD#: 6546550
1550 El Camino Real, Suite 290, Menlo Park, CA 94025
87
Wealthminder
score

Tyler Johnson (CRD# 6546550) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth in Menlo Park, CA and has 1 year of experience in the finance industry. Tyler Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Thomas C. Myers
CRD#: 2811802
1550 El Camino Real, Suite 290, Menlo Park, CA 94025
86
Wealthminder
score

Thomas Myers (CRD# 2811802) is an Investment Advisor Representative working at Brownson, Rehmus & Foxworth in Menlo Park, CA and has over 21 years of experience in the finance industry. Thomas Myers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.