Dennis Brawley
Boldin · Johnstown, Pennsylvania
Dennis Brawley is a fee-only financial advisor at Boldin in Johnstown, Pennsylvania, who holds the CFP credential. Dennis charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.
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Specialties
Facts
| Firm | Boldin |
|---|---|
| Based in | Johnstown, Pennsylvania |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $168 a year · One-time plans from $3,200 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6066899 |
| Exams passed | Series 63 (2012) · Series 66 (2015) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
How Dennis's firm compares
- Ongoing planning starts at $168 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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Questions about Dennis
Is Dennis Brawley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Boldin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis charges a flat fee or retainer and an ongoing planning fee.
How much does Dennis charge?
According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.
Where is Dennis Brawley based?
Dennis Brawley is based in Johnstown, Pennsylvania.
What does Dennis specialize in?
Dennis's specialties include flat-fee planning and retirement planning.
What credentials does Dennis Brawley hold?
Dennis Brawley holds the CFP credential.
Is Dennis Brawley registered with the SEC?
Yes. Dennis Brawley is registered as an investment adviser representative in PA and TX (CRD 6066899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Dennis Brawley?
Through Dennis's website, www.boldin.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
- Boldin 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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