# Dennis Fagan

> Dennis Fagan is a fee-only financial advisor at Fagan Associates in Troy, New York. Dennis focuses on retirement planning. Fagan Associates reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dennis-fagan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fagan Associates
- **Based in:** Troy, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $940.7M across 3,144 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 1372863 (https://adviserinfo.sec.gov/individual/summary/1372863)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1986)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://faganasset.com/

## Frequently asked questions

### Is Dennis Fagan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Fagan Associates 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's firm, Fagan Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Dennis Fagan based?

Dennis Fagan is based in Troy, New York.

### What does Dennis specialize in?

Dennis's specialties include retirement planning. Dennis works with pre-retirees.

### Is Dennis Fagan registered with the SEC?

Yes. Dennis Fagan is registered as an investment adviser representative in NY and TX (CRD 1372863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fagan Associates manage?

Fagan Associates reports $940.7M across 3,144 accounts in assets under management.

### How do I contact Dennis Fagan?

Through Dennis's website, faganasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1372863): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.faganasset.com/): specialties, clients served, and fees, checked October 30, 2026

---

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