Brendan McEwan
RZH Advisors · Stamford, Connecticut
Brendan McEwan is a fee-only financial advisor at RZH Advisors in Stamford, Connecticut, who holds the CFP credential. RZH Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Mid-life transitions
- Multi-generational families
- Divorced individuals
Facts
| Firm | RZH Advisors |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Assets under management | $2.45B across 1,698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 5835611 |
| Exams passed | Series 65 (2013) · Series 66 (2010) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.rzhadvisors.com |
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Questions about Brendan
Is Brendan McEwan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and RZH Advisors 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, RZH Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Brendan charge?
According to RZH Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Brendan McEwan based?
Brendan McEwan is based in Stamford, Connecticut.
What credentials does Brendan McEwan hold?
Brendan McEwan holds the CFP credential.
Is Brendan McEwan registered with the SEC?
Yes. Brendan McEwan is registered as an investment adviser representative in CT and TX (CRD 5835611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RZH Advisors manage?
RZH Advisors reports $2.45B across 1,698 accounts in assets under management.
How do I contact Brendan McEwan?
Through Brendan's website, www.rzhadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- RZH Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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