Bethany Steinhaus
Breakwater Investment Management · Seattle, Washington
Bethany Steinhaus is a fee-only financial advisor at Breakwater Investment Management in Seattle, Washington, who holds the CFP credential. Bethany charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Bethany →
Specialties
Facts
| Firm | Breakwater Investment Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $302.7M across 572 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5311241 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.breakwater.com |
| Profile |
How Bethany's firm compares
- Breakwater Investment Management's average account is about $529,000, from its Form ADV (assets managed divided by 572 accounts).
Request an introduction to Bethany
Tell Bethany a little about what you're looking for. Bethany isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bethany
Is Bethany Steinhaus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bethany holds no broker registration, and Breakwater Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bethany charge for financial advice?
Bethany charges a percentage of assets.
How much does Bethany charge?
According to Breakwater Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Bethany Steinhaus based?
Bethany Steinhaus is based in Seattle, Washington.
What does Bethany specialize in?
Bethany's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Bethany Steinhaus hold?
Bethany Steinhaus holds the CFP credential.
Is Bethany Steinhaus registered with the SEC?
Yes. Bethany Steinhaus is registered as an investment adviser representative in WA (CRD 5311241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breakwater Investment Management manage?
Breakwater Investment Management reports $302.7M across 572 accounts in assets under management.
How do I contact Bethany Steinhaus?
Through Bethany's website, www.breakwater.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
- Breakwater Investment Management 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.
See something wrong? Request a correction. Read our methodology.