Anthony Borba Jr
Breen Wealth Management · Petaluma, California
Anthony Borba Jr is a fee-only financial advisor at Breen Wealth Management in Petaluma, California. Anthony charges a percentage of assets (0.6%–1.4% a year of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and family wealth transfer.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Breen Wealth Management |
|---|---|
| Based in | Petaluma, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.6%–1.4% a year of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $318.8M across 626 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6856662 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | breenwealth.com |
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Questions about Anthony
Is Anthony Borba Jr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Breen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony charges a percentage of assets.
How much does Anthony charge?
According to Breen Wealth Management's website, checked October 30, 2026: 0.6%–1.4% a year of assets managed; a $1,000,000 asset minimum.
Where is Anthony Borba Jr based?
Anthony Borba Jr is based in Petaluma, California.
What does Anthony specialize in?
Anthony's specialties include retirement planning, tax planning and family wealth transfer. Anthony works with retirees and mid-life transitions.
Is Anthony Borba Jr registered with the SEC?
Yes. Anthony Borba Jr is registered as an investment adviser representative in CA (CRD 6856662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breen Wealth Management manage?
Breen Wealth Management reports $318.8M across 626 accounts in assets under management.
How do I contact Anthony Borba Jr?
Through Anthony's website, breenwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Breen Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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