# Terence Brogan

> Terence Brogan is a fee-only financial advisor at Brogan Asset Management in Wynnewood, Pennsylvania. Brogan Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/terence-brogan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brogan Asset Management
- **Based in:** Wynnewood, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $500K across 2 accounts
- **CRD:** 3162331 (https://adviserinfo.sec.gov/individual/summary/3162331)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1999), Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.thebrogangroup.com

## Frequently asked questions

### Is Terence Brogan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Terence holds no broker registration, and Brogan Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Terence charge for financial advice?

Terence's firm, Brogan Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Terence Brogan based?

Terence Brogan is based in Wynnewood, Pennsylvania.

### Is Terence Brogan registered with the SEC?

Yes. Terence Brogan is registered as an investment adviser representative in PA (CRD 3162331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brogan Asset Management manage?

Brogan Asset Management reports $500K across 2 accounts in assets under management.

### How do I contact Terence Brogan?

Through Terence's website, www.thebrogangroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3162331): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.