Brendan Moody
Watershed Private Wealth · Oak Brook, Illinois
Brendan Moody is a fee-only financial advisor at Watershed Private Wealth in Oak Brook, Illinois. Brendan charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Watershed Private Wealth |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $413.7M across 555 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 5466408 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | watershedprivatewealth.com |
| Profile |
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Questions about Brendan
Is Brendan Moody a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Watershed Private Wealth 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 charges a percentage of assets.
How much does Brendan charge?
According to Watershed Private Wealth's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Brendan Moody based?
Brendan Moody is based in Oak Brook, Illinois.
What does Brendan specialize in?
Brendan's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Brendan works with retirees, pre-retirees and executives.
Is Brendan Moody registered with the SEC?
Yes. Brendan Moody is registered as an investment adviser representative in IL and TX (CRD 5466408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Watershed Private Wealth manage?
Watershed Private Wealth reports $413.7M across 555 accounts in assets under management.
How do I contact Brendan Moody?
Through Brendan's website, watershedprivatewealth.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
- Watershed Private Wealth 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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