Brendan Dooley
Brendan Dooley is a CFP-designated registered investment advisor at Meaningful Wealth Management LLC, based in Flourtown, PA, with 13 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 29 clients with $22M 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 $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. The combination of fees for MWM and third-party managers will not exceed 3%.
Fee Estimator
Contact
Brendan Dooley
Location
Flourtown, PA
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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 licensed as an insurance agent for accident and health, life, fixed annuities, and variable life and annuity products, which he discusses with clients. He is also an adjunct professor at Temple University since 2019, spending about 10-20% of his time on lecturing, grading, and office hours.
Employment History
Current Registrations
Meaningful Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, 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.
Exams
Additional Information
Hi there, I want to thank you for looking for a financial adviser on NAPFA. I'm confident you're in the right place if you're looking for financial advice, and I would be honored to talk about what's important to you. I love my work, but I happily exist outside the office too. When I'm not working, you can find me fishing, playing golf, or occasionally snowboarding (out west if possible). I also love burying my nose in a good book, tinkering with a new recipe in the kitchen, or breaking bread with my family.