Firm
Breen Wealth Management
Petaluma, California
Fee-only
Facts
| Based in | Petaluma, California |
|---|---|
| Website | breenwealth.com |
| [email protected] | |
| Phone | (707) 595-6556 |
Breen Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.6% to 1.4% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"generally vary between 0.15% - 0.35% per quarter (which is 0.60% - 1.40% annually)" source
"generally vary between 0.15% - 0.35% per quarter (which is 0.60% - 1.40% annually)" source
"Our managed accounts have a minimum balance of $1,000,000" source
"Our fees are simply based on a percentage of the money you entrust us to manage." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $319 million |
| Individual clients | 77 |
| Financial planning | Offered |
| Form ADV filed | July 7, 2026 |
| SEC record | CRD 286513 |