Brownlee Wealth Management fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Brownlee Wealth Management charges $450 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Financial Planning engagements are offered at an hourly rate of $450.”
- Flat or project fee
- $500-$5,000
“The fixed fee can range between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brownlee Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is negotiable, and the final negotiated fees will be set forth in a written Client Advisory Agreement executed by the client prior to the commencement of services.”
- “Engagements initiated during a partial billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “Fees will be paid by electronic funds transfer, or the client may choose to pay by check.”
How Brownlee Wealth Management’s fees compare
- Its hourly rate of $450 is above the Texas median of $275. 85% of the 468 other Texas planners that publish an hourly rate charge less.
- 57 of the 67 other planners in Houston that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
- 17 of the 49 other planners in Houston that publish a flat or project fee charge less.
About Brownlee Wealth Management
“Our firm provides investment management as well as ongoing financial planning services.”
- Firm size: 6 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 2% a year
- Minimum
- $2,000,000 in assets (stated in brochure)
- Clients
- 86
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $465,289,174
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304855
- Phone
- (281) 377-3170
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.