Breen Wealth Management, LLC

Breen Wealth Management, LLC is a fee-only wealth management firm established in California in 2009. The firm, led by Brian Breen, CFP®, operates as a fiduciary, always acting in the best interest of clients. Services offered include comprehensive wealth management, financial planning, investment advisory, and pension consulting. The firm's investment strategy is rooted in Modern Portfolio Theory, focusing on asset allocation decisions using low-cost exchange-traded funds and institutional mutual funds. Clients have the option to place restrictions on investments. The firm manages $272,806,485 on a discretionary basis as of December 31, 2024. Fees for the Private Client Group services range from 0.15% to 0.35% per quarter. Financial planning and consulting services are charged on an hourly fee basis, with a maximum hourly fee of $400. Clients must have a minimum account balance of $1,000,000 for the Private Client Group services. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients have investment discretion, and the firm reviews accounts at least quarterly. The firm does not have custody of client funds or securities and maintains strict privacy policies. Brian Breen and Anthony M. Borba Jr. are the key professionals at the firm, with detailed educational backgrounds and business experience provided in the brochure supplements.