# BRIAN DENNIS, CFP®

BRIAN DENNIS, CFP® is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** briandenniscfp.com
- **LinkedIn:** https://www.linkedin.com/company/briandennisatty

## Regulatory record

- **CRD number:** 325735
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325735

## About

Brian Dennis, CFP, is a state-registered investment adviser in Calabasas, CA. The firm manages approximately $529,410 in assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## People

- Brian Dennis — President

## Questions

### What credentials does Brian Dennis hold, and what do they signal for an institutional allocator?

Brian Dennis holds the CFP®, AIF®, and RICP® designations. The CFP® requires a comprehensive board exam and continuing education in financial planning. The AIF® certifies knowledge of fiduciary duty and prudent investment processes. The RICP® specifically covers retirement-income strategies, including Social Security claiming, pension elections, and decumulation sequencing — a rare three-designation stack that signals a specialized focus rather than generalist wealth management.

### Does the firm manage any pooled vehicles, separate accounts, or private investments?

No. The practice manages individual client accounts using publicly traded, daily-liquid ETFs and mutual funds. It does not offer limited partnership interests, direct real estate syndications, private credit funds, or hedge fund access. It is a pure retail RIA with no institutional commingled vehicles.

### What is the firm's succession or continuity plan?

The practice is structured as a sole proprietorship with no disclosed succession plan or junior professionals. For allocators evaluating stability, this is a key concentration risk: the firm's operations, client relationships, and investment management are entirely tied to one individual with no identified successor.

### Is Brian Dennis's practice affiliated with a broker-dealer or hybrid platform?

No. The firm operates as an independent, fee-only registered investment adviser. It has no broker-dealer affiliation, no insurance-company relationship, and no participation in a hybrid RIA platform. This structure eliminates commission-based conflicts and aligns the firm with a fiduciary-only client relationship.

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Last updated: 2026-06-03T20:00:00.000Z

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