Miles Brown Asset Management fees
Financial planner in Santa Rosa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 20, 2026, Miles Brown Asset Management (Santa Rosa, CA) charges $300-$500 an hour and a flat or project fee from $1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change.
- Hourly rate
- $300-
$500/hr Starts at the California median of $300 and runs above it.
“Financial Planning, Financial Consulting & Administrative Services Fees MILES BROWN ASSET MANAGEMENT may offer to provide financial consultations and/or financial planning services based on time spent at standard billing rates, which range from $300 to $500 per hour, plus expenses.”
- Flat or project fee
- From $1,500
Starts at $1,500; the California median is $5,000.
“These fixed fees generally begin at $1,500 and are based on projected time required for completion at the standard billing rate.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Miles Brown Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for specific administrative and consulting services will be billed at standard billing rates which generally range from $300 to $500 per hour, plus expenses.”
- “Bills are sent upon completion of the consulting project and are due and payable upon receipt unless other arrangements are made in advance.”
- “Financial consultations and other financial planning services may also be provided at fixed fees negotiated in advance.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 101
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $73.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 20, 2026
- CRD number
- 283960 (opens in new tab)
- Phone
- (707) 595-8702
Other planners in Santa Rosa that publish fees
- Acorn Financial PlanningSanta RosaFlat $1,000-$5,000
- Clifford Financial Planning, Inc.Santa RosaHourly $250/hr, Annual $5,000-$10,000/yr
- Kinstead Wealth Management LLCSanta RosaHourly $200/hr
- Polymita Wealth Management LLCSanta RosaFlat $2,500-$5,000, Monthly $250-$400/mo
- Swad Wealth Management LLCSanta RosaHourly $500/hr, Flat $2,000-$20,000
- Trusted Path Wealth Management, LLCSanta RosaHourly $300/hr, Flat $3,600-$10,500
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.