Brandon Steele
Mainsail Financial Group · Bellevue, Washington
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Mainsail Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Ongoing planning fee |
| Assets under management | $403.9M across 1,448 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 5981274 |
| Exams passed | Series 66 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.mainsailfg.com |
| Profile |
How Brandon's firm compares
- Mainsail Financial Group's average account is about $279,000, from its Form ADV (assets managed divided by 1,448 accounts).
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Questions about Brandon
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.
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
- Mainsail Financial Group 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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