Matthew Brennan
Covenant Wealth Advisors · Reston, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4658620 |
| Exams passed | Series 65 (2008) · Series 66 (2003) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.covenantwealthadvisors.com |
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Questions about Matthew
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.
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
- Covenant Wealth Advisors 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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