# Brandon Steele

> Brandon Steele is a fee-only financial advisor at Mainsail Financial Group in Bellevue, Washington, who holds the CFP credential. Brandon charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brandon-steele/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mainsail Financial Group
- **Based in:** Bellevue, Washington
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $403.9M across 1,448 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 5981274 (https://adviserinfo.sec.gov/individual/summary/5981274)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 66 (2011)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.mainsailfg.com/

## Frequently asked questions

### Is Brandon Steele a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Mainsail Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon charges an ongoing planning fee.

### Where is Brandon Steele based?

Brandon Steele is based in Bellevue, Washington.

### What does Brandon specialize in?

Brandon's specialties include retirement planning, tax planning and estate & legacy planning. Brandon works with retirees.

### What credentials does Brandon Steele hold?

Brandon Steele holds the CFP credential.

### Is Brandon Steele registered with the SEC?

Yes. Brandon Steele is registered as an investment adviser representative in OR, TX and WA (CRD 5981274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mainsail Financial Group manage?

Mainsail Financial Group reports $403.9M across 1,448 accounts in assets under management.

### How do I contact Brandon Steele?

Through Brandon's website, www.mainsailfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5981274): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mainsailfg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.