Brennan Pate is a CFP-designated registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 12 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 421 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dodds Wealth manages investments for a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.00%. The specific fee is set forth in your agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. Fees are billed quarterly in advance.
Location
5251 Dtc Parkway Ste 720, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Previous Registrations
Dodds Wealth Management Group
LPL Financial LLC
LPL Financial LLCBroker
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.