Brennan Decima
Brennan Decima is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in St Petersburg, FL, with 17 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7,199 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.
Fee Estimator
Location
St Petersburg, FL
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Regulatory History (1)
Criminal
May 2005Other Business Activities
Brennan owns rental properties, former primary residences, since 2014. A property manager handles all responsibilities, requiring minimal time commitment from Brennan.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations3 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.
Exams
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