BROWN FINANCIAL ADVISORS, LLC

964 State Route 28
Milford, Ohio 45150
Tel: 513-575-9654

About BROWN FINANCIAL ADVISORS, LLC

BROWN FINANCIAL ADVISORS, LLC, formally registered with the SEC as BROWN FINANCIAL ADVISORS, LLC. The firm was established in 09/25/2020. They have over 5 offices throughout the country.

BROWN FINANCIAL ADVISORS, LLC is a Milford, Ohio based Financial Planning firm with nearly $244,889,450 assets under management, offering retirement planning & investment advisory services to 1407 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147056
SEC#	801-119541
Assets Managed by Firm	$244,889,450
No. of Clients	1407
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1407	$244,889,450
Individuals (other than high net worth individuals)	76	$114,720,444
High net worth individuals	494	$130,169,006

More Retirement Planning firms in Milford, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Milford, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.