Colleen Bracy
Robinswood Financial · Kirkland, Washington
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.
Request an introduction to Colleen →
Facts
| Firm | Robinswood Financial |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $453.2M across 1,404 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6786615 |
| Exams passed | Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.robinswood.com |
How Colleen's firm compares
- Robinswood Financial's average account is about $323,000, from its Form ADV (assets managed divided by 1,404 accounts).
Request an introduction to Colleen
Tell Colleen a little about what you're looking for. Colleen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Colleen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kirkland
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.
See something wrong? Request a correction. Read our methodology.