J M Brown Financial Partners fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, J M Brown Financial Partners charges $250⁠-⁠$500 an hour for financial planning.

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: $250⁠-⁠$500/hr; “JMB’s hourly fees can range from $250 to a maximum rate of $500 per hour.”

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

“Fees are charged in arrears for investment management services provided and payable on a quarterly basis or as agreed upon by the client and the Advisor.”
“While fees are negotiable and may vary from client to client, JMB fees for investment management of assets are paid as a percentage of assets under management or a fixed annual fee.”
“If a client joins or terminates in the middle of a quarter then they are billed in arrears on a pro-rated basis.”

Its hourly rate of $250-$500 is above the Oklahoma median of $250. 85% of the 41 other Oklahoma planners that publish an hourly rate charge less.
15 of the 19 other planners in Tulsa that publish an hourly rate charge less.

“Brown Financial Partners provides both financial planning advisory and investment management of assets services.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 2.75% a year
Clients: 501
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $202,091,848
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 118427
Website: perfectcalendar.com (opens in new tab)
Phone: (918) 496-5460

Is something on this page wrong or out of date?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.