# Dana Brewer

> Dana Brewer is a fee-only financial advisor at Birchwood Financial Partners, Inc. in Bloomington, Minnesota, who holds the CFP, BFA and CDFA credentials. Birchwood Financial Partners, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Birchwood Financial Partners, Inc.
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $853.2M across 1,742 accounts
- **Credentials:** CFP, BFA, CDFA, Chartered SRI Counselor, CAP
- **CRD:** 2955532 (https://adviserinfo.sec.gov/individual/summary/2955532)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://birchwoodfp.com

## Frequently asked questions

### Is Dana Brewer a fee-only financial advisor?

Yes. Dana Brewer 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 Dana's firm.

### How does Dana charge for financial advice?

Dana's firm, Birchwood Financial Partners, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dana Brewer based?

Dana Brewer is based in Bloomington, Minnesota.

### What credentials does Dana Brewer hold?

Dana Brewer holds the CFP, BFA, CDFA, Chartered SRI Counselor and CAP credentials.

### Is Dana Brewer registered with the SEC?

Yes. Dana Brewer is registered as an investment adviser representative in MN and TX (CRD 2955532), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Birchwood Financial Partners, Inc. manage?

Birchwood Financial Partners, Inc. reports $853.2M across 1,742 accounts in assets under management.

### How do I contact Dana Brewer?

Through Dana's website, birchwoodfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/360): 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

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