Advisor at XYPN Invest
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Why did you become a financial advisor?
After a decade of experience across mergers and acquisitions, IPOs, SPACs, ESOPs, and other business critical transition decisions, Brennain saw a recurring problem: most people start planning too late. To fill this void, Brennain set out to build a premier fee-based, fiduciary, wealth management firm focused on business owners navigating these very transitions.
About
Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life.
Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
Client services
Based on XYPN Invest
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Liquidity event planning
Business ownership considerations
Business exit / sale strategy
Business succession planning
Occupation focus
Engineering Professional
Demographic focus
Established Professionals
Mid-Career Professionals
Fee options
0.65% - 1%
Location
Boise, ID
Most active in
Brennain V has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
Hoeven Wealth LLC
2026 - Present (1 year)
XYPN Sapphire
2026 - Present (1 year)
One Charles Private Wealth
2025 - Present (1 year)
Slalom Consulting
2021 - 2024 (3 years)
Price Waterhouse Coopers
2019 - 2021 (2 years)
University of Washington
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ethan H
Series 66
Eagle, ID
GPWM Advisors LLC
Richard B
CFP®, Series 65
Boise, ID
Table Rock Financial Planning
Brent F
CFP®, Series 63, Series 66
Eagle, ID
Ford Investment Counsel LLC
Gustavo G
Series 63, Series 65
Boise, ID
Integrated Financial Management, LLC
Jeremy O
Series 65
Boise, ID
JCO Advisors LLC
Collin T
CFP®, Series 65
Boise, ID
Arc Advisers LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")