Ben Brown, CFP®, EA Entelechy

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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.

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Recently Published

2022 Q3 Market Review

October 21, 2022

This 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.

Read the full post →

2022 Q2 Market Review

July 15, 2022

This 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.

Read the full post →

2022 Q1 Market Review

April 5, 2022

This 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.

Read the full post →

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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.

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