Benjamin Smith
Briarwood Financial · Gig Harbor, Washington
Benjamin Smith is a fee-only financial advisor at Briarwood Financial in Gig Harbor, Washington, who holds the CFP credential. Benjamin charges an ongoing planning fee and a one-time planning fee and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | Briarwood Financial |
|---|---|
| Based in | Gig Harbor, Washington |
| Fee model | Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.7M across 49 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6669577 |
| Exams passed | Series 63 (2018) · Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | briarwoodfp.com |
| Profile |
How Benjamin's firm compares
- Briarwood Financial's average account is about $97,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Benjamin
Is Benjamin Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Briarwood Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin charges an ongoing planning fee and a one-time planning fee.
Does Benjamin work with clients virtually?
Yes. Briarwood Financial says on its website that it works with clients remotely.
Where is Benjamin Smith based?
Benjamin Smith is based in Gig Harbor, Washington.
What does Benjamin specialize in?
Benjamin's specialties include tax planning and small business owners. Benjamin works with founders.
What credentials does Benjamin Smith hold?
Benjamin Smith holds the CFP credential.
Is Benjamin Smith registered with the SEC?
Yes. Benjamin Smith is registered as an investment adviser representative in WA (CRD 6669577), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Briarwood Financial manage?
Briarwood Financial reports $4.7M across 49 accounts in assets under management.
How do I contact Benjamin Smith?
Through Benjamin's website, briarwoodfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Briarwood Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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