Elizabeth Brennen
A.G. Campbell Advisory · Baltimore, Maryland
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | A.G. Campbell Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $403.9M across 217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 1678369 |
| Exams passed | Series 63 (2010) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.agcadvisory.com |
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Questions about Elizabeth
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.
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
- A.G. Campbell Advisory 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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