BD
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
6,312 clients
Average Client Portfolio
$457K average
Assets Under Management
$2.9B
Fee Structure
Minimum Investment:None
The firm charges a maximum annual wrap fee of 2.35% for the Asset Management Program. Fees are negotiable at the firm's sole discretion. Third-party managed programs have varying fees, but the combination of advisory fees will not exceed 2.5%. There is no set minimum account balance to open an account. Some advisor representatives may earn commissions from insurance products or through Lion Street Financial, LLC.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
4755 East Bay Drive, Clearwater, FL, 33764
Get directionsRegulatory History (1)
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Criminal
May 2005Final Disposition
Other Business Activities
Brennan owns rental properties, former primary residences, since 2014. A property manager handles all responsibilities, requiring minimal time commitment from Brennan.
Employment History
Current Registrations
Csenge Advisory Group, LLC
January 2025 - Present · 1 yr
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2025 · 6 yrs 6 mos
Strategic Advisers LLC
August 2010 - July 2018 · 7 yrs 11 mos
Fidelity Brokerage Services LLCBroker
January 2009 - January 2025 · 16 yrs
State Registrations3 states
CTFLTX
Advisor
Exams
No exam information available for this advisor.