Brian Skaggs
Skaggs Financial Planning · Burien, Washington
Brian Skaggs is a fee-only financial advisor at Skaggs Financial Planning in Burien, Washington, who holds the CFP credential. Skaggs Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Skaggs Financial Planning |
|---|---|
| Based in | Burien, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.4M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2785453 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Brian's firm compares
- Skaggs Financial Planning's average account is about $338,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Brian
Is Brian Skaggs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Skaggs Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Skaggs Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Skaggs based?
Brian Skaggs is based in Burien, Washington.
What credentials does Brian Skaggs hold?
Brian Skaggs holds the CFP credential.
Is Brian Skaggs registered with the SEC?
Yes. Brian Skaggs is registered as an investment adviser representative in WA (CRD 2785453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Skaggs Financial Planning manage?
Skaggs Financial Planning reports $30.4M across 90 accounts in assets under management.
How do I contact Brian Skaggs?
Contact details aren't on file yet. Search for Skaggs Financial Planning.
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
- 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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