Brendan Reardon
Brendan Reardon is a registered investment advisor at Rose Capital Advisors, LLC, based in East Falmouth, MA, with 15 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 386 clients with $660M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
Location
East Falmouth, MA
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 Activities
Brendan is an informal advisor for Beeken Biomedical, a board member for Black Dog Enterprises, LLC, and a board member for Natick Retirement Board. He is also Director of Client Solutions for Rose Capital Advisors, LLC (about a quarter of his time), sole manager of Rivers End, LLC, and a registered representative for Saxony Securities, Inc.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Saxony Securities, INC.Broker
Saxony Securities, INC.
Previous Registrations
Russell Investments Implementation Services, LLCBroker
Russell Financial Services, INC., Part of Russell InvestmentsBroker
State Registrations4 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.