Brennan Decima is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 17 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History (1)
Criminal
May 2005Other Business Activities
Brennan owns rental properties, former primary residences, since 2014. A property manager handles all responsibilities, requiring minimal time commitment from Brennan.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations3 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.