James Brennan
1 North Wealth Services · Annapolis, Maryland
James Brennan is a fee-only financial advisor at 1 North Wealth Services in Annapolis, Maryland, who holds the CFP credential. James charges hourly fees and an ongoing planning fee (a $500,000 asset minimum) and focuses on retirement planning, pension planning and divorce financial planning.
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Specialties
Facts
| Firm | 1 North Wealth Services |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $320.4M across 662 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 2717083 |
| Exams passed | Series 63 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.1northwealthservices.com |
How James's firm compares
- 1 North Wealth Services's average account is about $484,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about James
Is James Brennan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and 1 North Wealth Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges hourly fees and an ongoing planning fee.
How much does James charge?
According to 1 North Wealth Services's website, checked October 30, 2026: a $500,000 asset minimum.
Where is James Brennan based?
James Brennan is based in Annapolis, Maryland.
What does James specialize in?
James's specialties include retirement planning, pension planning and divorce financial planning.
What credentials does James Brennan hold?
James Brennan holds the CFP credential.
Is James Brennan registered with the SEC?
Yes. James Brennan is registered as an investment adviser representative in MD (CRD 2717083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1 North Wealth Services manage?
1 North Wealth Services reports $320.4M across 662 accounts in assets under management.
How do I contact James Brennan?
Through James's website, www.1northwealthservices.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
- 1 North Wealth Services 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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