Brown Financial Group fees and pricing
Financial planner in Del Rio, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Brown Financial Group charges $200-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“The hourly fee for these services is between $200 and $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brown Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of BFG’s fees, within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of BFG’s fees, within five business days of signing the Investment Advisory Contract.”
How Brown Financial Group’s fees compare
- Its hourly rate of $200-$300 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
About Brown Financial Group
- Firm size: 3 employees.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 119
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $21,113,308
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169343
- Phone
- (830) 775-2911
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$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Is something on this page wrong or out of date?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.