Steven O'mara is a registered investment advisor at Brown Financial Planning LLC, based in Essexville, MI, with 7 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 117 clients with $23M 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 $175K | 1.00% |
| $175K - $375K | 0.85% |
| $375K - $675K | 0.70% |
| $675K - $900K | 0.65% |
| $900K+ | 0.50% |
Fees are negotiable. Planning fees can be waived in exchange for a minimum three-year contract.
Fee Estimator
Location
Essexville, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brown Financial Planning LLC
State Registrations1 state
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Exams
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