# Brian Canning

> Brian Canning is a fee-only financial advisor at Brave New Wealth in Westlake Village, California, who holds the AIFA and CFP credentials. Brian focuses on equity compensation, tax planning and sustainable & impact investing. Brave New Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-canning/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Brave New Wealth
- **Based in:** Westlake Village, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $130.7M across 114 accounts
- **Credentials:** AIFA, CFP
- **Specialties:** Equity compensation, Tax planning, Sustainable & impact investing, Founders (pre-exit), Estate & legacy planning
- **Works with:** Tech employees, Founders, Executives
- **CRD:** 5602008 (https://adviserinfo.sec.gov/individual/summary/5602008)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 66 (2009), Series 63 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://bravenewwealthwm.com

## Frequently asked questions

### Is Brian Canning a fee-only financial advisor?

Yes. Brian Canning is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

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

### Where is Brian Canning based?

Brian Canning is based in Westlake Village, California.

### What does Brian specialize in?

Brian's specialties include equity compensation, tax planning, sustainable & impact investing, founders (pre-exit) and estate & legacy planning. Brian works with tech employees, founders and executives.

### What credentials does Brian Canning hold?

Brian Canning holds the AIFA and CFP credentials.

### Is Brian Canning registered with the SEC?

Yes. Brian Canning is registered as an investment adviser representative in CA, NY and TX (CRD 5602008), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Brave New Wealth manage?

Brave New Wealth reports $130.7M across 114 accounts in assets under management.

### How do I contact Brian Canning?

Through Brian's website, bravenewwealthwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52567): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bravenewwealthwm.com/): specialties, clients served, and fees, checked October 28, 2026

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