Breen Wealth Management, LLC fees and pricing

Financial planner in Petaluma, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 7, 2026, Breen Wealth Management, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “The maximum hourly fee to be charged will not exceed $400.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
“Unless otherwise noted in writing, our firm bills on cash.”
“The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
4 of the 5 other planners in Petaluma that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.4% a year
Clients: 178
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $318,842,453
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 286513
Website: facebook.com/breenwealth (opens in new tab)
Phone: (707) 595-6556

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.