Cetera Investment Advisers
34yrs
Top advisor by experience in Woodbine
20yrs
Brian Wee
Financial advisor at Homewood Capital Management East
Brian Wee is a fiduciary financial advisor in Woodbine, Maryland, with 20 years in the industry. After five years at Homewood Capital Management and three years at Merrill, Brian joined Homewood Capital Management East in 2026, a firm offering financial planning and investment management. Brian holds the CFP® designation.
One of 9 advisors with offices in Woodbine, and one of 8 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
OfficeWoodbine, MD
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$164,840
States licensed ?1 state
Services through Homewood Capital Management East
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowHomewood Capital Management East LLCCurrent firm
- 2017 – 2022Homewood Capital Management East LLCPreviously
- 2014 – 2018Homewood Capital Management, Inc.Previously
- 2006 – 2009MerrillPreviously
Contact Brian
(925) 788-0411Homewood Capital Management East main office Woodbine, MDOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Homewood Capital Management East at (925) 788-0411 and ask for Brian Wee. Brian works from the Woodbine, MD office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Homewood Capital Management East reports being paid by a percentage of the assets they manage, hourly fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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