Brian Breen is a CFP-designated registered investment advisor at Breen Wealth Management, LLC, based in Petaluma, CA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 178 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees for the Private Client Group services generally vary between 0.60% - 1.40% annually, depending upon the size and composition of a client's portfolio and the complexity of the engagement with the client.
Fee Estimator
Location
200 Kentucky St., 2nd Floor Suite C, Petaluma, CA, 94952
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a committee and board member for the Petaluma Educational Foundation, overseeing investment management, dedicating minimal time. Brian also owns Evidence Based RIA LLC, providing business consulting and coaching to RIA owners, dedicating a few hours per week.
Employment History
Current Registrations
Breen Wealth Management, LLC
Previous Registrations
Jacobson & Breen Wealth Management, LLC
Raymond James Financial Services Advisors, INC
Wells Fargo Advisors, LLC
Metlife Securities INC.
American Express Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.