# Brendan Freeman

> Brendan Freeman is a fee-only financial advisor at Cauble & Harre Wealth Management in St. Louis, Missouri. Cauble & Harre Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brendan-freeman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cauble & Harre Wealth Management
- **Based in:** St. Louis, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $300.6M across 432 accounts
- **CRD:** 2962505 (https://adviserinfo.sec.gov/individual/summary/2962505)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 63 (1997), Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://chfwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Cauble & Harre Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brendan charge for financial advice?

Brendan's firm, Cauble & Harre Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brendan Freeman based?

Brendan Freeman is based in St. Louis, Missouri.

### Is Brendan Freeman registered with the SEC?

Yes. Brendan Freeman is registered as an investment adviser representative in MO and TX (CRD 2962505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cauble & Harre Wealth Management manage?

Cauble & Harre Wealth Management reports $300.6M across 432 accounts in assets under management.

### How do I contact Brendan Freeman?

Through Brendan's website, chfwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2962505): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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