Brian Breen
Breen Wealth Management · Petaluma, California
Brian Breen is a fee-only financial advisor at Breen Wealth Management in Petaluma, California, who holds the CFP credential. Brian charges a percentage of assets (0.6%–1.4% a year of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and family wealth transfer.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Breen Wealth Management |
|---|---|
| Based in | Petaluma, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.6%–1.4% a year of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $318.8M across 626 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4731645 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | breenwealth.com |
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Questions about Brian
Is Brian Breen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Breen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Breen Wealth Management's website, checked October 30, 2026: 0.6%–1.4% a year of assets managed; a $1,000,000 asset minimum.
Where is Brian Breen based?
Brian Breen is based in Petaluma, California.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning and family wealth transfer. Brian works with retirees and mid-life transitions.
What credentials does Brian Breen hold?
Brian Breen holds the CFP credential.
Is Brian Breen registered with the SEC?
Yes. Brian Breen is registered as an investment adviser representative in CA and TX (CRD 4731645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breen Wealth Management manage?
Breen Wealth Management reports $318.8M across 626 accounts in assets under management.
How do I contact Brian Breen?
Through Brian's website, breenwealth.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
- Breen Wealth Management 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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