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Fidelon

Brown | Miller Wealth Management is a investment adviser based in Mclean, VA, that holds a 87.2/100 Fidelon TransparencyScore (th percentile), with 11 registered advisors. Score based on public SEC and FINRA filings.

87.2Transparency Score
Top48%

Brown | Miller Wealth Management

A fee-only investment adviser with a clean regulatory record and fiduciary commitment.

8280 Greensboro Drive, Suite 220, Mclean, VA, 22102
703-972-1950Website
Investment AdviserFiduciary
Prep Kit

Fidelon Fact Sheet

Brown | Miller Wealth Management, LLC is an investment adviser in McLean, Virginia that reports a clean regulatory record with zero disclosures or fines. The firm manages investment portfolios and helps clients plan for retirement. It charges asset-based fees and fixed fees. The firm holds client money, which means it or a related party can access client funds. Its client base is mainly retail investors.

87.2StrongTop 48% of scored firms
How they're paidNo advisory commissions. Other business lines not on file.
Asset-based · fixed fees
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 2,704 client accounts.
$991.1M
Firm size
11 advisors
Who holds your moneyThe firm or a related party can hold or access client funds.
Custody disclosed
Regulatory recordNo customer complaints, regulatory actions, or fines on file.
Clean — 0 disclosures
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Apr 2026

Peer Context

Compare Brown | Miller Wealth Management to other firms in VA →Find more financial advisors in Virginia →

Key Findings

Strengths

  • Fee-only compensation — no commission income reported
  • Registered as investment adviser with fiduciary obligation
  • No broker-dealer registration — advisory services only
  • Clean regulatory record — no disclosures, arbitrations, or fines
  • Transparent fee structure — charges advisory fees, no commissions

Conflict Audit

Conflict AuditClear

Zero material conflicts identified in regulatory filings.

✓
Not registered as broker-dealer
✓
No commission-based compensation
✓
No outside compensation sources
✓
No related-party custodian
✓
No performance-based fees
✓
No other business lines disclosed

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

What this firm says about how it gets paid

“You should be aware that the more assets there are in your account, the more you will pay in fees. This means we have an incentive to encourage you to increase the assets in your account.”
“Your broker-dealer and custodian provide us with access to electronic systems that assist us in managing your account, as well as research, software, other technology, and discounts for products and services offered by third-party service providers.”

Source: the firm’s own Form CRS — quoted directly

Regulatory Events

Next Steps

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Advisor Roster

11 advisors

AdvisorScoreGrade
David Alan Miller——
Christopher William Brown——
Timothy Steven Flanigan——
Elizabeth Hilary Sharp——
Rosemary Behizadeh Yue——
Jason Patrick Seney——
Hugh Quinn——
Hunter Brooks Adams——
Kyler William Stephens——
Panagiotis Plevritis——

Meeting Prep Kit for Brown | Miller Wealth Management

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✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Apr 2026SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.9 · CRD #305742