Brendel Financial Advisors LLC

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Client assets under management

$259,550,696

Clients

321

23% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

161

Very High

Average account size

$808,569

About

Brendel Financial Advisors LLC provides personalized financial planning, consulting, and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The firm delivers both discretionary and non‑discretionary asset management and conducts a formal transition analysis when onboarding client assets, overseeing roughly $260 million in assets with a portion managed on a non‑discretionary basis.

Investment decisions are driven by client‑specific asset allocation guidelines and implementation through one of eight firm models — including dividend, traditional equity, ETF, microcap, a blended “Everything” portfolio, and a technology‑focused “Tomorrow” portfolio — using mutual funds, ETFs, individual stocks, bonds, and options. BFA may allocate portions of portfolios to third‑party managers for specialized strategies, performs periodic account reviews, and routinely involves multiple generations in family financial planning where appropriate.

A notable distinction is that certain firm professionals are separately licensed independent insurance agents who may recommend and implement insurance products and receive customary commissions, a relationship the firm discloses as a potential conflict of interest. The firm’s combination of a small adviser team managing mid‑hundreds of millions in AUM, an unusually broad set of higher‑volatility models (including microcap and thematic technology strategies), and an explicit practice of converting legacy mutual fund share classes to lower‑cost alternatives when appropriate differentiates BFA from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Concentrated stock management Tax-loss harvesting Wealth management

Fee options

Fixed

Consulting fixed fees range from $500 to $4,000

Percentage

0.75% to 2.00% per annum (negotiable, based on account size, complexity, and other factors)

Project-based

$150 to $250 per hour for consulting services

Other

Fee-only: Asset management fees from 0.75% to 2.00% per annum, negotiable; hourly consulting fees $150 to $250 per hour; fixed consulting fees $500 to $4,000

Main office location

Brendel Financial Advisors LLC

64 Lyme Rd.

Hanover NH 03755, United States

Number of offices

Most active in

Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas · Vermont

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 603-643-4441

Advisors at this firm

John B

Series 63, Series 65

Hanover, NH

Brendel Financial Advisors LLC

John Brendel is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Charles Schwab & Co, and MassMutual Life Insurance Co. Brendel Financial Advisors LLC provides personalized financial planning, consulting, and investment management to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and international clients. The firm manages approximately $226 million in assets using a range of proprietary investment models and various financial instruments tailored to client risk profiles.

Active portfolio management Concentrated stock management Tax-loss harvesting Wealth management

John B

Series 63, Series 65

Hanover, NH

Brendel Financial Advisors LLC

John Brendel Jr. is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Brendel & Fisher Wealth Management, LLC. In addition to advisory services, he is a licensed life insurance agent providing insurance solutions to clients as needed. Brendel Financial Advisors LLC offers personalized financial planning, consulting, and investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and international clients. The firm employs a range of in-house investment models and utilizes various asset management strategies tailored to client risk profiles, managing approximately $226 million in assets.

Active portfolio management Concentrated stock management Tax-loss harvesting Wealth management

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