# Brown Financial Planning LLC

> Brown Financial Planning LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 169330
- Filed as: BROWN FINANCIAL PLANNING LLC
- Legal name: Brown Comprehensive Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169330
- AdvisorCensus page: https://advisorcensus.com/firm/brown-financial-planning-llc-169330

## Quick answers

**How is Brown Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brown Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Brown Financial Planning LLC registered with the SEC or a state?**
Brown Financial Planning LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169330.

**How much does Brown Financial Planning LLC manage?**
Brown Financial Planning LLC reports $22,665,464 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (0% discretionary).

**What types of clients does Brown Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (18).

**Does Brown Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169330

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,665,464
- Discretionary: $0
- Non-discretionary: $22,665,464

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $7,233,264 |
| High net worth individuals | 18 | $15,432,200 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- browncompfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brown Financial Planning LLC (CRD 169330): Form ADV filing data as of October 2026.