Brendan Freeman
Cauble & Harre Wealth Management · St. Louis, Missouri
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.
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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 | $300.6M across 432 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 2962505 |
| Exams passed | Series 63 (1997) · Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | chfwealth.com |
How Brendan's firm compares
- Cauble & Harre Wealth Management's average account is about $696,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Brendan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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
- 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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