Brenneman Investment Adviser, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Financial Planning and/or Consulting fees will be charged on an hourly basis, ranging from $150 - $250 per hour, depending on the nature and complexity of each client's circumstances.”

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

How Brenneman Investment Adviser, LLC bills

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

• “If it is not possible to deduct fees directly from the account, the client agrees to send BIA a check within 30 days of receiving the Bill.”
• “All financial planning and consulting fees are due and payable upon the completion of the engagement.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Brenneman Investment Adviser, LLC’s fees compare

• Its hourly rate of $150-$250 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.

About Brenneman Investment Adviser, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Business owners

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

Clients

42

Employees

1

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, and other services

Assets managed

$12,332,866

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

132319

Website

brennemaninvestments.com (opens in new tab)

Phone

(860) 510-3012

Other planners in Centerbrook that publish fees

• HT Partners LLCCenterbrook$25,000⁠-⁠$50,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr

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