# Brendan Dooley

> Brendan Dooley is a fee-only financial advisor at Meaningful Wealth Management LLC in Flourtown, Pennsylvania, who holds the CFP and CRPC credentials. Meaningful Wealth Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brendan-dooley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Meaningful Wealth Management LLC
- **Based in:** Flourtown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $24.6M across 125 accounts
- **Credentials:** CFP, CRPC
- **CRD:** 6068263 (https://adviserinfo.sec.gov/individual/summary/6068263)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2012), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://meaningfulwealthmanagement.com

## Frequently asked questions

### Is Brendan Dooley a fee-only financial advisor?

Yes. Brendan Dooley is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brendan's firm.

### How does Brendan charge for financial advice?

Brendan's firm, Meaningful Wealth Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brendan Dooley based?

Brendan Dooley is based in Flourtown, Pennsylvania.

### What credentials does Brendan Dooley hold?

Brendan Dooley holds the CFP and CRPC credentials.

### Is Brendan Dooley registered with the SEC?

Yes. Brendan Dooley is registered as an investment adviser representative in PA (CRD 6068263), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Meaningful Wealth Management LLC manage?

Meaningful Wealth Management LLC reports $24.6M across 125 accounts in assets under management.

### How do I contact Brendan Dooley?

Through Brendan's website, meaningfulwealthmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45071): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.