Brown Financial Planning LLC

Overview

Brown Financial Planning LLC is an independent, owner-operated registered investment adviser serving individual and family clients. The firm’s advisory mix centers on financial planning and portfolio management for individuals, small businesses and institutional/business clients, delivered under a combination of percentage-of-AUM, hourly and fixed-fee arrangements. Its filings show a clear equity bias: the portfolio strategy emphasizes exchange-traded equities as the primary building block for client accounts, with mutual funds used as complementary holdings. The adviser does not position itself as a capital allocator or as an active ESG investor, and it is not registered as a multi-state or pension consultant adviser. Service delivery appears focused on advice and guidance rather than delegated portfolio authority: the firm’s reported assets are held in non‑discretionary status, which suggests clients retain trading authority while the firm provides investment recommendations and planning oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices