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CFP
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CFP

Brennan Pate

Dodds Wealth, LLC
13 Years of Experience
Greenwood Village, CO
View SEC Summary
View SEC Summary

Brennan Pate is a CFP-designated registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 13 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 421 clients with $710M in assets under management.

Dodds Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
421 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$706.2M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Specific fees may vary based on account size, portfolio complexity, and are negotiable. Financial planning is included at no extra cost for investment management clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5251 Dtc Parkway Ste 720, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brennan is a registered investment advisor providing financial planning and consulting services through Dodds Wealth Management Group and Dodds Wealth, LLC, spending minimal time and about half their time respectively. Brennan also provides tax preparation and accounting services through Dodds Tax, LLC.

Employment History
Current Registrations
Dodds Wealth, LLC
January 2023 - Present · 3 yrs 10 mos
Previous Registrations
Dodds Wealth Management Group
January 2020 - May 2023 · 3 yrs 4 mos
LPL Financial LLC
June 2013 - April 2023 · 9 yrs 10 mos
LPL Financial LLCBroker
April 2013 - March 2026 · 12 yrs 11 mos
State Registrations2 states
COTX
Advisor

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.

Exams
No exam information available for this advisor.
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