Ben Brown, CFP®, EA Entelechy

- 4800 Hampden Lane Suite 200, Bethesda, Maryland 20814
- (202) 770-2007
- uryyb@ragryrpul.pb
- https://entelechy.co/
About Ben Brown, CFP®, EA
Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.
No sales. No minimums. No hidden fees. No nonsense.
We believe in the power of financial planning as a process that continuously adjusts to the life events of our clients, and that our best work is accomplished for clients on an ongoing basis when they simultaneously engage us to fulfill their investment and tax strategies.
Financial Life Management
We call this integration of financial planning, investment management, and tax planning & preparation Financial Life Management, and charge one flat annual fee for this service that isn’t arbitrarily tied to the value of your investment portfolio or net worth. Unlike other advisors, we aren’t compensated by the sale of financial products, by charging 1-2% of assets under our management, or by a complexity calculation that attempts to justify higher fees based on your income or net worth. Our fees are based simply on the value of the comprehensive services we provide to clients who want to fully optimize their financial lives.
Recently Published
2022 Q3 Market Review
October 21, 2022This review features world capital market performance and a timeline of events for the past quarter. Download the full PDF report at the end of this...
The post 2022 Q3 Market Review appeared first on Entelechy | Washington DC Flat Fee Only Financial Advisor.
2022 Q2 Market Review
July 15, 2022This review features world capital market performance and a timeline of events for the past quarter. Download the full PDF report at the end of this...
The post 2022 Q2 Market Review appeared first on Entelechy | Washington DC Flat Fee Only Financial Advisor.
2022 Q1 Market Review
April 5, 2022This review features world capital market performance and a timeline of events for the past quarter. Download the full PDF report at the end of this...
The post 2022 Q1 Market Review appeared first on Entelechy | Washington DC Flat Fee Only Financial Advisor.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Dual Income Family
- Gen X
- Parents
- Wealth Management
Ways Advisor Charges
- Flat Fee
Fee Options
- Flat fee: $7200/yr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.