# Brennan Pate

> Brennan Pate is a fee-only financial advisor at Dodds Wealth in Greenwood Village, Colorado, who holds the CFP credential. Brennan focuses on estate & legacy planning and sustainable & impact investing. Dodds Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brennan-pate/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dodds Wealth
- **Based in:** Greenwood Village, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $706.2M across 1,338 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Sustainable & impact investing
- **CRD:** 5138911 (https://adviserinfo.sec.gov/individual/summary/5138911)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.doddswealth.com/

## Frequently asked questions

### Is Brennan Pate a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brennan holds no broker registration, and Dodds Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brennan charge for financial advice?

Brennan's firm, Dodds Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brennan Pate based?

Brennan Pate is based in Greenwood Village, Colorado.

### What does Brennan specialize in?

Brennan's specialties include estate & legacy planning and sustainable & impact investing.

### What credentials does Brennan Pate hold?

Brennan Pate holds the CFP credential.

### Is Brennan Pate registered with the SEC?

Yes. Brennan Pate is registered as an investment adviser representative in CO and TX (CRD 5138911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dodds Wealth manage?

Dodds Wealth reports $706.2M across 1,338 accounts in assets under management.

### How do I contact Brennan Pate?

Through Brennan's website, www.doddswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5138911): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.doddswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.