Brian Blakeman
Onward Financial Advising LLC · Sammamish, Washington
Brian Blakeman is a fee-only financial advisor at Onward Financial Advising LLC in Sammamish, Washington, who holds the CFP credential. Brian charges hourly fees, a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $3,300 a year and $275 an hour).
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Facts
| Firm | Onward Financial Advising LLC |
|---|---|
| Based in | Sammamish, Washington |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $3,300 a year · $275 an hour · 0.95% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7K across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7565137 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | onwardfinancialadvising.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $3,300 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- The hourly rate is $275, in line with the Washington median of $300 for fee-only firms that publish prices.
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Questions about Brian
Is Brian Blakeman a fee-only financial advisor?
Yes. Brian Blakeman is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian charges hourly fees, a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Brian charge?
According to Onward Financial Advising LLC's website, checked October 28, 2026: ongoing planning from $3,300 a year; $275 an hour; 0.95% a year on the first tier of assets managed.
Does Brian work with clients virtually?
Yes. Onward Financial Advising LLC says on its website that it works with clients remotely.
Where is Brian Blakeman based?
Brian Blakeman is based in Sammamish, Washington.
What credentials does Brian Blakeman hold?
Brian Blakeman holds the CFP credential.
Is Brian Blakeman registered with the SEC?
Yes. Brian Blakeman is registered as an investment adviser representative in WA (CRD 7565137), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Onward Financial Advising LLC manage?
Onward Financial Advising LLC reports $7K across 1 accounts in assets under management.
How do I contact Brian Blakeman?
Through Brian's website, onwardfinancialadvising.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Onward Financial Advising LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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