Brennen Newton
Brennen Newton is a registered investment advisor at Private Client Advisor Group, LLC, based in Overland Park, KS, with 10 years of industry experience. Brennen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 190 clients with $110M 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 | 2.00% |
Fees may be negotiable in some instances. Fee rates vary based on the level of service provided, the investment adviser representative managing the account, etc.
Fee Estimator
Location
10801 Mastin Blvd., Overland Park, KS, 66210
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
Brennen is a partner in a clothing resale business and a general business consulting firm, both since 2017, dedicating minimal time to each. He is also the sole proprietor of an insurance business since 2019, also dedicating minimal time.
Employment History
Current Registrations
Private Client Advisor Group, LLC
Previous Registrations
Owlfi
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 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.