BF

Brenden Thomas Fitzpatrick

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
71 advisors
Number of Clients
2,712 clients
Average Client Portfolio
$863K average
Assets Under Management
$2.3B

Fee Structure

Financial Plan Fee:$400 - $100,000
Hourly Rate:Up to $300/hr

AdvisorNet's annual investment management fee is negotiable but will not exceed 2.50% of assets under management. This fee does not include sub-advisor fees, trade execution costs, custody fees, or fund expenses. Financial planning fees range from $400 to $10,000 for initial plans, and $150 to $4,000 for regular/periodic reviews. Hourly rates for financial planning do not exceed $300 per hour. All financial planning and consulting fees are generally negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brenden is employed by Alpha Wealth Advisors as a registered admin, spending full-time hours there. He also owns Fitzpatrick Capital LLC, a financial services DBA, and works as an independent contractor for The Diversified Companies selling Medicare plans, and as an insurance agent selling fixed insurance products, dedicating about 10-20% of his time to each. Finally, he is an investment advisory representative for AdvisorNet Financial Inc, spending full-time hours there.

Employment History
Current Registrations
Advisornet Wealth Partners
November 2024 - Present · 1 yr 2 mos
Cetera Wealth Services, LLC
January 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - November 2024 · 1 yr 5 mos
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Woodbury Financial Services, INC.
March 2021 - February 2023 · 1 yr 11 mos
Woodbury Financial Services, INC.Broker
March 2021 - February 2023 · 1 yr 11 mos
Prudential Financial Planning Services
July 2019 - March 2021 · 1 yr 8 mos
Pruco Securities, LLC. Broker
June 2019 - March 2021 · 1 yr 9 mos
Mwa Financial Services, INC.
November 2018 - June 2019 · 7 mos
Mwa Financial Services INC. Broker
April 2018 - June 2019 · 1 yr 2 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brenden Thomas Fitzpatrick - Financial Advisor | AdvisorDiscover