The R.l. Brown Advisory Group, LLC fees and pricing
Financial planner in Pleasanton, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, The R.l. Brown Advisory Group, LLC charges a quarterly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $250/qtr
“We generally charge a minimum fee of $250.00 per quarter, but we can waive or reduce this minimum at our discretion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The R.l. Brown Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable on a quarterly basis in arrears.”
- “We generally deduct our fees directly from a client’s managed account(s), but we can invoice clients for fees upon request.”
- “If a client chooses to be invoiced, such invoice is due and payable on receipt by the client.”
About The R.l. Brown Advisory Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $11,971,920
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145880
- Phone
- (925) 425-9610
Other planners in Pleasanton that publish fees
- Abundance AdvisersPleasanton$500/hr, $500
- Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
- Carr Wealth Management LLCPleasanton$150/hr
- Golkonda Investment AdvisorsPleasanton$500-$10,000
- Grant Private Wealth ManagementPleasanton$250/hr, $1,500-$15,000
- Kaizen Financial Strategies, LLCPleasanton$500/hr, $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Is something on this page wrong or out of date?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.