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Dennis M Brawley

Advisor at Boldin Advisors — Johnstown, PA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

12 years

Location

Johnstown, PA

Boldin Advisors logo

Boldin Advisors

Team

Total advisors

17

Across 17 offices

Clients per advisor

48 Typical

Avg AUM per client

$0 Very Low

HNW client ratio

63% Very High

About

Dennis Brawley is a CFP® professional with 12 years of industry experience, currently serving at Boldin Advisors. He previously worked for Wells Fargo Advisors for 10 years before joining Boldin Advisors in 2025. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term buy-and-hold strategy. The firm operates with a six-advisor team across seven offices and offers planning on fixed, hourly, or annual terms without managing client portfolios or charging percentage-of-AUM fees.

Client services

Based on Boldin Advisors

Financial planning

Expertise

Based on Boldin Advisors

General retirement planning Income planning Passive / index investing

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Fee options

Fixed

Fixed engagement fees up to $6,000

Project-based

$300 to $475 per hour

Other

Fee-only: Ongoing engagement fees up to $6,000 annually (negotiable); Hourly fees $300 to $475 per hour; Fixed engagement fees up to $6,000 (negotiable)

Location

See office

Johnstown, PA

Johnstown PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

12 years of industry experience

NewRetirement Advisors LLC DBA Boldin Advisors

2025 - Present • 1 year

Johnstown, PA

UnEmployed

2024 - 2025 • 1 year

Johnstown, PA

WELLS FARGO Advisors

2014 - 2024 • 10 years

Johnstown, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David B

Series 65

Johnstown, PA

Blue Horizon Wealth Management, LLC

David Bonski is a financial advisor at Blue Horizon Wealth Management, LLC in Johnstown, PA, holding a Series 65 designation with 13 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and it offers fee-only, hourly advisory services without discretionary trading authority or custody of client assets.

Wealth management
user avatar

Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Thomas Criste is a financial advisor at Aspire Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. Additionally, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a state-registered adviser with three advisors managing approximately $41.2 million across about 209 accounts. The firm serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, focusing on individualized asset allocation emphasizing value, safety, quality, and risk control through a primarily non-discretionary portfolio management approach.

General retirement planning Cash flow / budgeting Wealth management
user avatar

William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

William Mulhearn is a financial advisor at Aspire Financial, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. In addition to his advisory role, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, quality, and risk control, providing primarily non-discretionary portfolio management with client approval required for trades.

General retirement planning Cash flow / budgeting Wealth management
user avatar

Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Patrick Long is a financial advisor at Aspire Financial, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Aspire Financial since 2011. In addition to his advisory role, he owns and operates Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm focuses on individualized asset allocation emphasizing value, safety, quality, and risk control, with portfolio management conducted primarily on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management
user avatar

Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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Paul C

PFS™, Series 63

Johnstown, PA

Atlas Private Wealth Advisors

Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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