Advisor at Private Client Advisor Group, LLC
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.
Firm
Private Client Advisor Group, LLC
Location
Overland Park, KS 66210
Credentials
Series 63, Series 65
Industry experience
10 years
Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also a partner in a clothing resale business and a general business consulting firm, and operates a sole proprietorship in insurance services. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages diversified portfolios using fundamental security analysis combined with market and economic cycle insights, providing discretionary portfolio management and project-based financial planning through a small team of five advisors.
Based on Private Client Advisor Group, LLC
Based on Private Client Advisor Group, LLC
Financial planning fixed fees up to $1,000 or higher depending on complexity; retirement plan fixed fees generally not to exceed $10,000
$0+: Up to 2.00% annually (negotiable and varies by service level and adviser) $0+: Up to 1.50% annually for retirement plan asset-based fees
Up to $200 per hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee for retirement plan services setup and general administrative services Fee-only: Investment management fees charged as a percentage of assets under management, financial planning fees charged as fixed fees or hourly rates, and retirement plan fees charged as fixed or asset-based fees; fees are negotiable.
10801 Mastin Blvd.
Overland Park, KS 66210
Kansas · Texas
Private Client Advisor Group, LLC
2024 - Present (2 years)
OWLFI, LLC
2022 - 2024 (2 years)
Woodbury Financial Services INC
2017 - 2021 (4 years)
Omada Financial
2017 - 2017 (1 year)
Princor Financial Services Corporation
2015 - 2017 (2 years)
Principal Life insurance Company
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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