Brian Dennis is a CFP, ChFC-designated registered investment advisor at Brian Dennis, Cfp®, based in Calabasas, CA, with 37 years of industry experience. Brian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Although the maximum fee charged is 1.00%, the annual fee can be as low as 0.50%. The range in fees charged for asset management services is because they are negotiable.
Fee Estimator
Location
27001 W. Agoura Road, Suite 350, Calabasas, CA, 91301-5112
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a licensed attorney, dedicating nearly all of his time to this profession. He also holds licenses as an insurance agent and real estate broker, and is a notary public, but spends minimal time on these activities.
Employment History
Current Registrations
Brian Dennis, Cfp®
Previous Registrations
Ep Wealth Advisors
Brian Dennis, Cfp®
Horter Investment Management, LLC
Ssn Advisory, INC.
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Esi Financial Advisors
Equity Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Esi Financial Advisors
Equity Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Capital Analysts, IncorporatedBroker
Sun Investment Services CompanyBroker
Manequity, INC.Broker
Equity Services, INC.Broker
State Registrations1 state
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.