Dana Brewer
Birchwood Financial Partners, Inc. · Bloomington, Minnesota
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.
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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 | $853.2M across 1,742 accounts |
| Credentials | CFP · BFA · CDFA · Chartered SRI Counselor · CAP |
| SEC registration | Investment adviser representative in MN, TX · CRD 2955532 |
| Exams passed | Series 63 (1998) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | birchwoodfp.com |
| Profile |
How Dana's firm compares
- Birchwood Financial Partners, Inc.'s average account is about $490,000, from its Form ADV (assets managed divided by 1,742 accounts).
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Questions about Dana
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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