Brenna Cancilla
Mission Street Wealth Planning · Pasadena, California
Brenna Cancilla is a fee-only financial advisor at Mission Street Wealth Planning in Pasadena, California. Mission Street Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mission Street Wealth Planning |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.1M across 55 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7925621 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | missionstreetwealth.com |
How Brenna's firm compares
- Mission Street Wealth Planning's average account is about $765,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Brenna
Is Brenna Cancilla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenna holds no broker registration, and Mission Street Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenna charge for financial advice?
Brenna's firm, Mission Street Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brenna Cancilla based?
Brenna Cancilla is based in Pasadena, California.
Is Brenna Cancilla registered with the SEC?
Yes. Brenna Cancilla is registered as an investment adviser representative in CA (CRD 7925621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mission Street Wealth Planning manage?
Mission Street Wealth Planning reports $42.1M across 55 accounts in assets under management.
How do I contact Brenna Cancilla?
Through Brenna's website, missionstreetwealth.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
- 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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