Matthew Brennan is a CFP-designated registered investment advisor at Covenant Wealth Advisors, based in Reston, VA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 523 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Covenant Wealth Advisors offers investment management services where they manage your investments. The annual fee ranges from 0.40% to 1.50% of the value of your portfolio, depending on the amount they manage. The fee may be calculated on combined assets or per account.
Location
1768 Business Center Drive, Suite 120, Reston, VA, 20190
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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.
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Matthew is a landlord for a rental property, dedicating minimal time to maintenance and repairs. He also works as a consultant for Nova Estate Planning, PLLC, providing consultative services and receiving office space and financial remuneration, dedicating a few hours per week.
Employment History
Current Registrations
Covenant Wealth Advisors
Previous Registrations
Acorn Financial Advisory Services, INC.
The Strategic Financial Alliance, INC.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
National Planning CorporationBroker
Dominion Wealth Management, INC.
Main Street Securities, LLCBroker
Legacy Advisors, LLC
Cambridge Investment Research, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.