Brendan Dooley
Meaningful Wealth Management LLC · Flourtown, Pennsylvania
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.
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Facts
| Firm | Meaningful Wealth Management LLC |
|---|---|
| Based in | Flourtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.6M across 125 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in PA · CRD 6068263 |
| Exams passed | Series 63 (2012) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | meaningfulwealthmanagement.com |
| Profile |
How Brendan's firm compares
- Meaningful Wealth Management LLC's average account is about $196,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Brendan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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