# Matthew Brennan

> Matthew Brennan is a fee-only financial advisor at Covenant Wealth Advisors in Reston, Virginia, who holds the CFP credential. Matthew charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Covenant Wealth Advisors
- **Based in:** Reston, Virginia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $909.6M across 1,890 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4658620 (https://adviserinfo.sec.gov/individual/summary/4658620)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2008), Series 66 (2003)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.covenantwealthadvisors.com

## Frequently asked questions

### Is Matthew Brennan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Covenant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets.

### How much does Matthew charge?

According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Does Matthew work with clients virtually?

Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.

### Where is Matthew Brennan based?

Matthew Brennan is based in Reston, Virginia.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, tax planning and estate & legacy planning. Matthew works with retirees and pre-retirees.

### What credentials does Matthew Brennan hold?

Matthew Brennan holds the CFP credential.

### Is Matthew Brennan registered with the SEC?

Yes. Matthew Brennan is registered as an investment adviser representative in TX and VA (CRD 4658620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Covenant Wealth Advisors manage?

Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.

### How do I contact Matthew Brennan?

Through Matthew's website, www.covenantwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4658620): 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.covenantwealthadvisors.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.