Terence Brogan
Brogan Asset Management · Wynnewood, Pennsylvania
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.
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Facts
| Firm | Brogan Asset Management |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $500K across 2 accounts |
| SEC registration | Investment adviser representative in PA · CRD 3162331 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.thebrogangroup.com |
How Terence's firm compares
- Brogan Asset Management's average account is about $250,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Terence
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.
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
- 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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