Brownsboro Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“In the event of early termination, the client will be billed for the hours worked applicable to the upfront fee at a rate of $150 per hour, outlined below.”

Flat or project fee

$100⁠-⁠$250

“For Assets under management (AUM) below $500,000, Investment Management Services will be included in the fixed monthly Financial Planning fee, with a range of $100 - $250.”

Monthly fee

$100⁠-⁠$250/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $1,000 - $2,500 and an ongoing fee that is paid monthly, in arrears, at the range of $100 - $250 per month, based on complexity.”

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

How Brownsboro Financial bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or by electronic ACH payment.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Brownsboro Financial’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $100-$250 is below the Texas median of $3,850. None of the 401 other Texas planners that publish a flat or project fee charge less.

About Brownsboro Financial

• Principal: Robert Brown
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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

0.9% a year

Clients

13

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,878,655

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285221

Phone

(310) 880-9698

Can advise clients in 2 states: California, Texas

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

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