Brennan Pate
Dodds Wealth · Greenwood Village, Colorado
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.
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Specialties
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 |
| Assets under management | $706.2M across 1,338 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5138911 |
| Exams passed | Series 66 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.doddswealth.com |
How Brennan's firm compares
- Dodds Wealth's average account is about $528,000, from its Form ADV (assets managed divided by 1,338 accounts).
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Questions about Brennan
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.
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
- Dodds 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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