Brennan Capital Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 62 individual clients, 14 of them high net worth.
- Its average account is about $628,000 (assets it manages divided by its 65 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | brennancapitalmanagement.com |
Questions about Brennan Capital Management
How is Brennan Capital Management paid?
Brennan Capital Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Brennan Capital Management have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Brennan Capital Management, and 1 hold the CFP.
What is the average account at Brennan Capital Management?
Brennan Capital Management's average account is about $628,000. That's the assets on its Form ADV divided by its 65 accounts.
Brennan Capital Management fees
Brennan Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 48 |
| High-net-worth clients | 14 |
| Accounts managed | 65 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 316432 |