Brian Wyatt
Wyatt Wealth Management · Arlington, Washington
Brian Wyatt is a fee-only financial advisor at Wyatt Wealth Management in Arlington, Washington, who holds the CFP credential. Brian focuses on retirement planning, estate & legacy planning and small business owners. Wyatt Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wyatt Wealth Management |
|---|---|
| Based in | Arlington, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $72.9M across 118 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5438563 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wyattwealthmgmt.com |
| Profile |
How Brian's firm compares
- Wyatt Wealth Management's average account is about $617,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Brian
Is Brian Wyatt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Wyatt Wealth Management 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, Wyatt Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Wyatt based?
Brian Wyatt is based in Arlington, Washington.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning and small business owners.
What credentials does Brian Wyatt hold?
Brian Wyatt holds the CFP credential.
Is Brian Wyatt registered with the SEC?
Yes. Brian Wyatt is registered as an investment adviser representative in WA (CRD 5438563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wyatt Wealth Management manage?
Wyatt Wealth Management reports $72.9M across 118 accounts in assets under management.
How do I contact Brian Wyatt?
Through Brian's website, wyattwealthmgmt.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
- Wyatt Wealth 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.
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