Michael Brennan
Brennan Capital Management · Westport, Connecticut
Michael Brennan is a fee-only financial advisor at Brennan Capital Management in Westport, Connecticut, who holds the CFP credential. Brennan Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brennan Capital Management |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.8M across 65 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, FL, NY, OH, PA, TX · CRD 5888708 |
| Exams passed | Series 63 (2011) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | brennancapitalmanagement.com |
| Profile |
How Michael's firm compares
- Brennan Capital Management's average account is about $628,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Michael
Is Michael Brennan a fee-only financial advisor?
Yes. Michael Brennan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Brennan Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Brennan based?
Michael Brennan is based in Westport, Connecticut.
What credentials does Michael Brennan hold?
Michael Brennan holds the CFP credential.
Is Michael Brennan registered with the SEC?
Yes. Michael Brennan is registered as an investment adviser representative in CA, CT, FL, NY, OH, PA and TX (CRD 5888708), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Brennan Capital Management manage?
Brennan Capital Management reports $40.8M across 65 accounts in assets under management.
How do I contact Michael Brennan?
Through Michael's website, brennancapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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