# Elizabeth Brennen

> Elizabeth Brennen is a fee-only financial advisor at A.G. Campbell Advisory in Baltimore, Maryland, who holds the CFP credential. Elizabeth focuses on family wealth transfer and estate & legacy planning. A.G. Campbell Advisory reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** A.G. Campbell Advisory
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $403.9M across 217 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Estate & legacy planning
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 1678369 (https://adviserinfo.sec.gov/individual/summary/1678369)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2010), Series 65 (1998)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.agcadvisory.com

## Frequently asked questions

### Is Elizabeth Brennen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and A.G. Campbell Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, A.G. Campbell Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Elizabeth Brennen based?

Elizabeth Brennen is based in Baltimore, Maryland.

### What does Elizabeth specialize in?

Elizabeth's specialties include family wealth transfer and estate & legacy planning. Elizabeth works with ultra high net worth and multi-generational families.

### What credentials does Elizabeth Brennen hold?

Elizabeth Brennen holds the CFP credential.

### Is Elizabeth Brennen registered with the SEC?

Yes. Elizabeth Brennen is registered as an investment adviser representative in MD (CRD 1678369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does A.G. Campbell Advisory manage?

A.G. Campbell Advisory reports $403.9M across 217 accounts in assets under management.

### How do I contact Elizabeth Brennen?

Through Elizabeth's website, www.agcadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1678369): 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://agcadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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