Kelly Brown is a CFP-designated registered investment advisor at Brown Pcfo, based in Bellingham, WA, with 13 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Location
Bellingham, WA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Brown Pcfo
Previous Registrations
Brighton Jones LLC
Brighton Jones LLC
Ek Riley Investments, LLC
State Registrations1 state
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.