Brendon Rowan is a registered investment advisor at Dg Wealth, based in Englewood, FL, with 4 years of industry experience. Brendon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $6.1M 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 | 1.00% |
Fee Estimator
Location
3670 N Access Road, Englewood, FL, 34224
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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
Brendon is an agent at DG Advisors, offering disability insurance, fixed annuities, long-term care insurance, life insurance, and life settlements, dedicating about 10-20% of his time. He also serves as the Executive Director of Operations for Coastlife Church, managing finances and administration, which is a full-time commitment.
Employment History
Current Registrations
Dg Wealth
Previous Registrations
Ae Wealth Management, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
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.