# Brown Financial Planning

Brown Financial Planning is a Multi Family Office based in South St. Paul, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** South St. Paul, United States
- **Region:** North America
- **Address:** South St. Paul, MN, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** brownfp.com

## Regulatory record

- **CRD number:** 169330
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169330

## About

BROWN FINANCIAL PLANNING LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser.

## People

- James Brown — Founder & Senior Wealth Advisor

## Questions

### Is Brown Financial Planning a fiduciary?

Yes, the firm has structured itself to serve clients under a fiduciary obligation since its 1994 founding. This means it is legally required to put client interests ahead of its own, a higher standard than the suitability rule that governs broker-dealers. The firm's reliance on independent custody supports the operational integrity of that commitment by reducing product-placement conflicts.

### Who makes investment decisions at the firm?

James Brown, the founder and senior wealth advisor, is the named principal responsible for client strategy. The firm has not publicly disclosed a dedicated investment committee or external sub-advisory relationships. For an allocator evaluating continuity, decision-making authority is concentrated in the founder.

### Which client segments does the firm primarily serve?

Brown Financial Planning focuses on families in the Upper Midwest, primarily in the South St. Paul–Minneapolis metropolitan corridor. Its service lines — retirement, tax, and estate planning — are calibrated for pre-retiree and retiree family-office-substitute needs rather than ultra-high-net-worth institutional mandates. The firm does not market itself to startup founders, liquidity-event executives, or institutional plan sponsors.

## Related profiles

- [Brown Financial Advisory](https://altss.com/profile/brown-financial-advisory)
- [Brownie's Marine Group](https://altss.com/profile/brownies-marine-group-inc)

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Last updated: 2026-07-06T01:24:13.139Z

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