BRENDEL FINANCIAL ADVISORS LLC
SEC RegisteredCould Your Money Work Harder For You?
About the firm
Brendel Financial is a financial advisory firm based in Hanover, NH, offering tailored financial services and investment management solutions. Their team is comprised of industry experts with decades of combined experience. They take a proactive approach to helping clients develop strategies to address their financial goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, retirement strategies, risk management, estate strategies, life insurance, HNW/UHNW client services, extended care, education strategies, Social Security strategies, small business ownership guidance, cash flow analysis, charitable giving and legacy planning, special needs trusts, debt management, and financial education.
Who they serve
Retirees and pre-retirees, small business owners, working professionals, women, early investors, seasoned wealth-builders, high-net-worth and ultra-high-net-worth individuals, and investors from every background.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 248 | $53M |
| High Net Worth Individuals | 73 | $206M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRENDEL FINANCIAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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