Brett Greenfield
Avail Investment Partners · Lemont, Pennsylvania
Brett Greenfield is a fee-only financial advisor at Avail Investment Partners in Lemont, Pennsylvania. Avail Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Avail Investment Partners |
|---|---|
| Based in | Lemont, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $184.5M across 427 accounts |
| SEC registration | Investment adviser representative in MA, PA, VA · CRD 4374103 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | availinvest.com |
How Brett's firm compares
- Avail Investment Partners's average account is about $432,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Brett
Is Brett Greenfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Avail Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Avail Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Greenfield based?
Brett Greenfield is based in Lemont, Pennsylvania.
Is Brett Greenfield registered with the SEC?
Yes. Brett Greenfield is registered as an investment adviser representative in MA, PA and VA (CRD 4374103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avail Investment Partners manage?
Avail Investment Partners reports $184.5M across 427 accounts in assets under management.
How do I contact Brett Greenfield?
Through Brett's website, availinvest.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
- Avail Investment Partners 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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