Brendan Messenger
Brendan Messenger is a CFP, ChFC-designated registered investment advisor at Koda Wealth Management, based in Abilene, TX, with 18 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 179 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K+ | 1.10% |
Fees are generally negotiable.
Fee Estimator
Location
2658 Industrial Blvd, Abilene, TX, 79605
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
Brendan is involved in several insurance-related businesses, including Koda Insurance Group and Takoda Insurance Services, where he sells life, property/casualty, and Medicare insurance, spending about half his time on the latter. He also owns 25% of Elevate Performance and Fitness LLC, a fitness gym, dedicating minimal time to administrative tasks.
Employment History
Current Registrations
Koda Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Nylife Securities LLCBroker
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.