SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Brownlee Wealth Management
Houston, TX
BWM Planning LLC, CRD 304855
Firm filing updated March 13, 2026 ·
- $465.3MAssets
- 5Advisory staff
- 358Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Hourly chargesYes
- Fixed feesYes
- Percentage of assets under managementNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals69
- Individuals17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 17 | $7.8 million |
| High net worth individuals | 69 | $309.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $147.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$465.3 million
- Accounts358
- Discretionary$400.6 million · 330 accounts
- Non-discretionary$64.7 million · 28 accounts
People
- Employees6
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: BWM Planning LLC SEC-registered investment advisor. CRD 304855, SEC file 801-127789.
- Registered with the SEC as an investment advisor (status date on record: April 28, 2023).
Is Brownlee Wealth Management a fiduciary?
Short answer: Brownlee Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.