B
Brennan Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,651,972
Clients
33
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$1,504,605
About
Brennan Financial Group, LLC provides personalized financial planning and investment management to individuals, trusts, estates and small businesses. The firm also offers tax preparation and bookkeeping services and operates on a fee-only basis without accepting commissions.
The firm emphasizes long-term, asset-allocation driven portfolios that use no-load mutual funds, ETFs, individual securities and, when appropriate, third-party managers, with custodial execution commonly through Fidelity and analytic support from Morningstar Office. Investment advice is delivered primarily on a non-discretionary basis — the firm recommends and implements trades after client approval — and it manages roughly $49 million for about 33 clients under these arrangements.
Distinctive features include the integration of professional accounting services with financial advice, as the firm provides ongoing tax preparation and bookkeeping within advisory engagements and may file eligible returns electronically as part of service. It is also atypical among peers in operating predominantly non-discretionary relationships where clients retain final investment authority while authorizing the firm to carry out approved transactions under a limited power of attorney.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Financial planning fees generally range between $2,000 and $5,000; minimum fee for tax preparation $500
$0 - $1,000,000: 1.000% $1,000,000.01 - $1,500,000: 0.900% $1,500,000.01 - $2,000,000: 0.800% >$2,000,000+: 0.700%
$250 per hour for financial planning updates and tax preparation
Minimum fee: Minimum annual fee of $6,000, negotiable Fee-only: Fee-only financial planning and investment management; no commissions received
Main office location
Brennan Financial Group, LLC
475 Wall Street
Princeton NJ 08540, United States
Number of offices
1
Most active in
Brennan Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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