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Nadia Brown

1 Year of Experience
Cottage Grove, WI
Broker

Nadia Brown is a registered investment advisor at Wea Financial Advisors, INC., based in Cottage Grove, WI, with 1 years of industry experience. Nadia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Federal Employees, Investment Management, Retirement Planning. Their firm serves 618 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
618 clients
Average Client Portfolio
$822K average
Assets Under Management
$507.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.35%

The 0.35% annual fee applies to Personal Investment Accounts. Retirement Advisor Managed Portfolios do not charge an advisory fee, only underlying fund expenses.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cottage Grove, WI

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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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Employment History
Current Registrations
Wea Financial Advisors, INC.
January 2026 - Present · 9 mos
Wea Investment Services, INC.
April 2025 - Present · 1 yr 6 mos
Wea Investment Services, INC.Broker
April 2025 - Present · 1 yr 6 mos
State Registrations1 state
WI
AdvisorBrokerBoth

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.
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