Justin Brownlee, CFP® Brownlee Wealth Management
- 1725 Hughes Landing Blvd, The Woodlands, TX 77380
- (281) 377-3170
- https://brownleewealthmanagement.com
About Justin Brownlee, CFP®
Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family’s wealth.
My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them.
When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly.
You can schedule an intro call at https://www.bwmplanning.com/
Recently Published
The Problem with AUM Fees| Episode 52: FPOG Podcast
June 2, 2023In this episode, Justin and Jared discuss the issues with assets under management (AUM) fees. We review the conflicts of interest, the balance sheet issues it creates, and what alternatives are available. Show Notes Article on the convoluted process of hiring an advisor Follow on Your Favorite Podcast App
The post The Problem with AUM Fees| Episode 52: FPOG Podcast appeared first on Brownlee Wealth Management.
Building a Lasting Legacy: The Advantages of a Living Inheritance
May 30, 2023Estate planning can be complex, but the benefits far outweigh the potential hassles. A living inheritance offers a streamlined solution to make leaving a legacy and passing on assets to family easier than commonly believed. Rather than waiting until your last wishes to make an impact with your money, the process can begin today. Understanding […]
The post Building a Lasting Legacy: The Advantages of a Living Inheritance appeared first on Brownlee Wealth Management.
Building a Financial Life Team: The Three A’s
May 22, 2023Life is complex, and having just one mentor to guide us through it all may not be enough. Building a team of people with different skills and experiences can help us create the life we want. Whether it’s advice, emotional support, or just bouncing ideas off each other, having a group of trusted professionals around […]
The post Building a Financial Life Team: The Three A’s appeared first on Brownlee Wealth Management.
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
- Baby Boomers
- Engineering Professionals
- Equity Recipients (RS/RSU SOP ESPP)
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
Fee Options
- Quarterly Fee: $1,000+/qtr
- Flat Fee: $2,000/engagement
- Hourly Fee: $450/hr
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.
