Justin Brownlee, CFP® Brownlee Wealth Management

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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/schedule-appointment

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Recently Published

What Happens to Your Financial Plan When You’re Gone? | Episode 38: FPOG Podcast

November 18, 2022

In this episode, we talk about what happens to your financial plan when you’re gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success? Show Notes Search for your unclaimed property Follow on Your Favorite Podcast App

The post What Happens to Your Financial Plan When You’re Gone? | Episode 38: FPOG Podcast appeared first on Brownlee Wealth Management.

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Why Most Wealth Management Clients Overpay? | Episode 37: FPOG Podcast

November 4, 2022

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they’re paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.   Show Notes Jason Zweig on the SEC study […]

The post Why Most Wealth Management Clients Overpay? | Episode 37: FPOG Podcast appeared first on Brownlee Wealth Management.

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ESG Investing with Rusty Gilbert | Episode 36: FPOG Podcast

October 21, 2022

In this episode, we talk to Rusty Gilbert about everything ESG investing. How much of a difference is it making vs. just being a new industry buzzword? How do you account for the variety of definitions domestically and internationally? Has ESG contributed to the energy instability we’re seeing globally? How could it be improved?   […]

The post ESG Investing with Rusty Gilbert | Episode 36: FPOG Podcast appeared first on Brownlee Wealth Management.

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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

  • 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.

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