Brennan Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination before the upfront fee has been earned, any prepaid but unearned fees will be refunded based on an hourly rate of $300 per hour.”

Flat or project fee

$750⁠-⁠$3,000

“The fixed fee can range between $750 and $3,000, depending on complexity and the needs of the client.”

Monthly fee

$750/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $5,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $750 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Brennan Capital Management LLC bills

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

• “The annual fees are negotiable and are prorated and paid in arrears on a monthly or quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer, debit/credit card or check.”
• “Accounts initiated or terminated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Brennan Capital Management LLC’s fees compare

• Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Westport that publish an hourly rate charge less.
• Its flat or project fee of $750-$3,000 is below the Connecticut median of $5,125. 10% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• None of the 6 other planners in Westport that publish a flat or project fee charge less.

About Brennan Capital Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

62

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$40,812,757

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316432

Website

brennancapitalmanagement.com (opens in new tab)

Phone

(267) 630-2781

Can advise clients in 6 states: California, Connecticut, Florida, New York, Ohio, Pennsylvania

Other planners in Westport that publish fees

• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Blue Keel Financial PlanningWestport$250/hr, $2,000⁠-⁠$10,000
• Cfig Investment Advisory Services, LLCWestport$400/hr, $5,000⁠-⁠$25,000
• Drum Hill Capital, LLCWestport$300/hr
• Foundation Financial Inc.Westport$125⁠-⁠$200/hr, $1,000⁠-⁠$4,500
• Greater WealthWestport$5,000

Compare all 20 planners in Westport