Dakota
Dakota
Book a Demo
Talk to an Expert

BWM Planning LLC

EST. AUM
$465,289,174

CONTACTS

CLIENT ACCOUNTS
358

Firm Details

Metro area Houston
CRD Number 304855
Website bwmplanning.com
Client types

Overview

BWM Planning LLC (d/b/a Brownlee Wealth Management) is a fee-only, fiduciary RIA headquartered in Houston, TX, with offices in The Woodlands and Fort Worth, TX. The firm specializes in serving oil and gas professionals — including employees of ExxonMobil, Chevron, Shell, and ConocoPhillips — with fixed-fee wealth management. Services include tax planning, NUA distribution planning, employer stock plan strategies, income planning, retirement planning, estate planning, and investment management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy