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Brennan Fridley

5 Years of Experience
Dallas, TX

Brennan Fridley is a registered investment advisor at Solid Rock Capital Management, based in Dallas, TX, with 5 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.45%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brennan works as a Lead Financial Analyst at AT&T, Inc.

Employment History
Current Registrations
Solid Rock Capital Management
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Red Seven
January 2018 - July 2019 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.