Brenda Friedlander
Spectrum Financial Management · San Rafael, California
Brenda Friedlander is a fee-only financial advisor at Spectrum Financial Management in San Rafael, California, who holds the CFP credential. Brenda charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | Spectrum Financial Management |
|---|---|
| Based in | San Rafael, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $278.1M across 150 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2351292 |
| Exams passed | Series 63 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.spectrumfinancialmgmt.com |
How Brenda's firm compares
- Spectrum Financial Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Brenda
Is Brenda Friedlander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenda holds no broker registration, and Spectrum Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenda charge for financial advice?
Brenda charges a percentage of assets.
How much does Brenda charge?
According to Spectrum Financial Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Brenda Friedlander based?
Brenda Friedlander is based in San Rafael, California.
What does Brenda specialize in?
Brenda's specialties include tax planning and retirement planning.
What credentials does Brenda Friedlander hold?
Brenda Friedlander holds the CFP credential.
Is Brenda Friedlander registered with the SEC?
Yes. Brenda Friedlander is registered as an investment adviser representative in CA (CRD 2351292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spectrum Financial Management manage?
Spectrum Financial Management reports $278.1M across 150 accounts in assets under management.
How do I contact Brenda Friedlander?
Through Brenda's website, www.spectrumfinancialmgmt.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
- Spectrum Financial 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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