BROWN EDWARDS WEALTH STRATEGIES
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About the firm
Brown Edwards Wealth Strategies (BEWS) is an independent wealth management firm devoted to helping individuals, families, and organizations achieve their most important goals through holistic, evidence-based financial planning. As fiduciaries, BEWS advisors are committed to putting clients' interests first, earning trust through transparent fees rather than commissions. BEWS is supported by Buckingham Strategic Partners for back office services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
True wealth management, retirement plans (3(38) fiduciary investment management for 401(k) plan sponsors), institutional investment services, tax strategies, legacy planning, retirement income planning, portfolio strategy, federal benefits guidance (Social Security and Medicare), and risk management (personal and professional insurance).
Who they serve
Individuals and families seeking wealth management and financial planning; 401(k) plan sponsors; and institutional clients including community foundations, continuing care facilities, private schools, cultural institutions, and other nonprofits.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 126 | $34M |
| High Net Worth Individuals | 74 | $265M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 0.90% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.50% |
| Next $2,000,000 | 0.40% |
| All amounts thereafter | 0.35% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BROWN EDWARDS WEALTH STRATEGIES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.