D. M. Brenner, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$15,000

“One-time fees will not exceed $15,000.”

Annual fee

$10,000/yr

“Fees for ongoing advice are charged on a case-by-case basis (as detailed in the advisory agreement to be signed by the client) and will not exceed $10,000 per year.”

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

How D. M. Brenner, Inc. bills

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

• “Our firm bills on cash unless otherwise agreed in writing.”
• “In certain circumstances, a client may elect to have a portion of their fees billed directly for ongoing advice.”
• “Our firm bills on cash unless otherwise agreed in writing.”

How D. M. Brenner, Inc.’s fees compare

• Its flat or project fee of $15,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Solana Beach that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in Solana Beach that publish an annual fee charge less.

About D. M. Brenner, Inc.

• Firm size: 5 employees.
• Credentials named in the brochure: ChFC®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

124

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$193,620,246

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134398

Website

dmbrenner.com (opens in new tab)

Phone

(858) 345-1001

Can advise clients in 2 states: California, Texas

Other planners in Solana Beach that publish fees

• Blankinship & Foster, LLCSolana Beach$300/hr
• Cornerstone Asset Advisors Inc.Solana Beach$250/hr
• DLK Investment ManagementSolana Beach$250⁠-⁠$500/hr, $3,000/yr
• Focus Investment Advisors, IncSolana Beach$300/hr, $1,000⁠-⁠$5,000
• Measured Money ManeuversSolana Beach$250⁠-⁠$350/hr, $2,500⁠-⁠$10,000

Compare all 7 planners in Solana Beach