Brown Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services may be offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services may be offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Brown Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
• “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

How Brown Financial Advisors, LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Ohio median of $3,250. 33% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Brown Financial Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

613

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$323,336,194

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147056

Website

facebook.com/brown-financial-advisors-llc-454551454655743 (opens in new tab)

Phone

(513) 575-9654

Can advise clients in 6 states: Florida, Indiana, Kentucky, Ohio, Oklahoma, South Carolina

Other planners in Milford that publish fees

• Northpoint Financial Planning LLCMilford$225/hr, $2,500⁠-⁠$5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

Compare all 564 planners in Ohio