Brown Capital Advisors, LLC fees and pricing
Financial planner in Marietta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Brown Capital Advisors, LLC charges a flat or project fee of $2,000-$10,000 and an annual fee of $30,000-$75,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“Our financial planning services are offered at fixed fees of $2,000 to $10,000.”
- Annual fee
- $30,000-$75,000/yr
“Fees for CFO Advisory Consultation Services are fixed and range from $30,000 to $75,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brown Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remaining balance is due upon delivery of the financial plan or planning report, which is generally delivered within ninety (90) days of commencing services.”
- “Our financial planning fees are negotiable.”
- “Advisory fees for services are due and payable quarterly in arrears.”
How Brown Capital Advisors, LLC’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the Georgia median of $5,000. 63% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Marietta that publish a flat or project fee charge less.
- Its annual fee of $30,000-$75,000 is above the Georgia median of $5,438. 98% of the 47 other Georgia planners that publish an annual fee charge less.
About Brown Capital Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Founded: 1962 (64 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $19,415,482
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299101
- Phone
- (770) 462-2747
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Lassiter Financial Advisors, LLCMarietta$225/hr
- Masterplan Retirement ConsultantsMarietta$195/hr, $750-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.