BROWN FINANCIAL PLANNING LLC

BROWN FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 169330). Regulatory assets under management: $22.7M.

Registration

• CRD: 169330
• Type: Registered investment adviser
• Phone: 989-493-2940
• Latest filing: 2026-02-03
• Regulatory AUM: $22.7M
• Non-discretionary AUM: $22.7M
• Clients: 1
• Accounts: 167

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169330 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search