BRIAN DENNIS, CFP®

Overview

Brian Dennis, Cfp® operates a sole-proprietorship advisory practice that combines traditional financial planning and portfolio management for individuals and small businesses with related business activities in real estate brokerage, insurance brokerage, and law. The practice uses a mix of fee models — percentage of AUM, hourly charges and fixed fees — allowing flexibility across planning engagements and smaller advisory relationships. Investment activity is concentrated and centered on public funds/mutual funds as the primary vehicle for client exposure. The firm lists allocations to alternative strategies — hedge funds, real estate and private credit — but given the compact asset base these are likely accessed through third-party pooled managers or feeder funds rather than direct, large-scale commitments. Brian Dennis, Cfp® does not present as an active ESG investor and is not described as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices