Brenna Cancilla is a registered investment advisor at Mission Street Wealth Planning, based in Pasadena, CA, with 1 years of industry experience. Brenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 39 clients with $42M 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 $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Pasadena, CA
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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 Activities
Brenna is a paid outreach team member for CicLAvia, a non-profit organization that creates community events in Los Angeles. She spends minimal time interacting with businesses prior to events to notify them and gather information.
Employment History
Current Registrations
Mission Street Wealth Planning
State Registrations1 state
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