Mary Brennan is a CFP-designated registered investment advisor at Stone Steps Financial, LLC, based in Palm Springs, CA, with 9 years of industry experience. Mary 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 4 more. Their firm serves 138 clients with $150M 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 | 1.50% |
Asset-based fees generally range up to 1.5% per annum and are negotiable. The firm has a minimum annual fee of $10,000 for combined services.
Fee Estimator
Location
Palm Springs, CA
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 →Employment History
Current Registrations
Stone Steps Financial, LLC
Previous Registrations
Stone Steps Financial, LLC
Weatherly Asset Management
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.
Exams
More Advisors
- Steven Ferger, CFPCgn Advisors, LLC
- David Rae, CFPDrm Wealth Management
- Robert Machado, CFPCompass Rose Financial Planning & Investment Management
- Thomas Gleeson, ChFCState Farm Investment Management CORP.
- Timothy Schoeffler, CFPCommonwealth Financial Network
- Martin Noble, CFPEdward Jones