# Brendel Financial Advisors LLC

> Brendel Financial Advisors LLC is an SEC-registered investment advisory firm in Hanover, NH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 288927
- Filed as: BRENDEL FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hanover, NH
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288927
- AdvisorCensus page: https://advisorcensus.com/firm/brendel-financial-advisors-llc-hanover-nh-288927

## Quick answers

**How is Brendel Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brendel Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Brendel Financial Advisors LLC charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it); Hourly rate: $150 to $250 an hour (Consulting); Flat fee: $500 to $4,000 (Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Brendel Financial Advisors LLC located?**
Brendel Financial Advisors LLC's principal office is in Hanover, NH, according to its Form ADV.

**Is Brendel Financial Advisors LLC registered with the SEC or a state?**
Brendel Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288927.

**How much does Brendel Financial Advisors LLC manage?**
Brendel Financial Advisors LLC reports $260,157,732 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (91% discretionary).

**How have Brendel Financial Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Brendel Financial Advisors LLC: Regulatory assets under management: $201,153,988 in the October 2021 data and $260,157,732 in the October 2026 data, up 29%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brendel Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (248); high net worth individuals (73); corporations or other businesses not listed above (4).

**Which custodians does Brendel Financial Advisors LLC use?**
Brendel Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab Advisor Services as a custodian holding 10% or more of its separately managed account assets.

**Does Brendel Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288927

**What changed in Brendel Financial Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in CT, RI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it)

> Ongoing asset management fees vary from 0.75% to 1.50% per annum of the market value of a client’s assets managed by BFA .

- Hourly rate: $150 to $250 an hour (Consulting)

> Our hourly charge is between $150 and $250 per hour. Fixed fees will be between $500 and $4,000.

- Flat fee: $500 to $4,000 (Consulting)

> Consulting fees can be hourly, fixed fee basis, or included with asset management services. Our hourly charge is between $150 and $250 per hour. Fixed fees will be between $500 and $4,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab Advisor Services

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $260,157,732
- Discretionary: $237,506,526
- Non-discretionary: $22,651,206

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 248 | $53,402,879 |
| High net worth individuals | 73 | $206,147,817 |
| Corporations or other businesses not listed above | 4 | $607,036 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NH, NY, RI, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [brendelfinancial.com](https://brendelfinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $201,153,988 | 4 | August 25, 2021 |
| October 2022 | $239,236,405 | 5 | March 30, 2022 |
| October 2023 | $208,723,786 | 5 | March 20, 2023 |
| October 2024 | $223,454,367 | 4 | March 27, 2024 |
| October 2025 | $226,471,764 | 4 | March 28, 2025 |
| October 2026 | $260,157,732 | 4 | April 29, 2026 |

Regulatory assets under management: $201,153,988 in the October 2021 data and $260,157,732 in the October 2026 data, up 29%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in CT, RI.

### April 2026
- Regulatory assets under management went from $226,471,764 to $260,157,732 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brendel Financial Advisors LLC (CRD 288927): Form ADV filing data as of October 2026.