# Colleen Bracy

> Colleen Bracy is a fee-only financial advisor at Robinswood Financial in Kirkland, Washington. Robinswood Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/colleen-bracy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Robinswood Financial
- **Based in:** Kirkland, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $453.2M across 1,404 accounts
- **CRD:** 6786615 (https://adviserinfo.sec.gov/individual/summary/6786615)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.robinswood.com

## Frequently asked questions

### Is Colleen Bracy a fee-only financial advisor?

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

### How does Colleen charge for financial advice?

Colleen's firm, Robinswood Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Colleen Bracy based?

Colleen Bracy is based in Kirkland, Washington.

### Is Colleen Bracy registered with the SEC?

Yes. Colleen Bracy is registered as an investment adviser representative in WA (CRD 6786615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Robinswood Financial manage?

Robinswood Financial reports $453.2M across 1,404 accounts in assets under management.

### How do I contact Colleen Bracy?

Through Colleen's website, www.robinswood.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6786615): 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

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