Brendan Keely
Open Window Financial Solutions · Reno, Nevada
Brendan Keely is a fee-only financial advisor at Open Window Financial Solutions in Reno, Nevada. Open Window Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brendan →
Facts
| Firm | Open Window Financial Solutions |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.4M across 319 accounts |
| SEC registration | Investment adviser representative in NV, TX · CRD 8156256 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | openwindowfs.com |
How Brendan's firm compares
- Open Window Financial Solutions's average account is about $892,000, from its Form ADV (assets managed divided by 319 accounts).
Request an introduction to Brendan
Tell Brendan a little about what you're looking for. Brendan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brendan
Is Brendan Keely a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Open Window Financial Solutions 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, Open Window Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brendan Keely based?
Brendan Keely is based in Reno, Nevada.
Is Brendan Keely registered with the SEC?
Yes. Brendan Keely is registered as an investment adviser representative in NV and TX (CRD 8156256), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Open Window Financial Solutions manage?
Open Window Financial Solutions reports $284.4M across 319 accounts in assets under management.
How do I contact Brendan Keely?
Through Brendan's website, openwindowfs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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.
See something wrong? Request a correction. Read our methodology.