EB
CFP
EB
CFP

Eldon Brown

21 Years of Experience
Del Rio, TX
Sells Insurance

Eldon Brown is a CFP-designated registered investment advisor at Brown Financial Group, based in Del Rio, TX, with 21 years of industry experience. Eldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 119 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
119 clients
Average Client Portfolio
$177K average
Assets Under Management
$21.1M

Fee Structure

Minimum Investment:None

Brown Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of the total value of your investments. This fee is negotiable.

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Location

403 W Cantu Rd, Del Rio, TX, 78840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eldon owns and manages rental property since 1997, dedicating minimal time. Eldon is also an insurance agent since 1994, also dedicating minimal time.

Employment History
Current Registrations
Brown Financial Group
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Wealth Financial Advisory Services, LLC
April 2016 - March 2017 · 11 mos
Signature Investments, INC.
December 2012 - December 2013 · 1 yr
LPL Financial Corporation
July 2002 - June 2010 · 7 yrs 11 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.