# Holly Breeden

> Holly Breeden is a fee-only financial advisor at Fort Vancouver Investment Management in Vancouver, Washington. Holly charges a percentage of assets (1.1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more).

Page: https://find.wellspent.co/advisors/holly-breeden/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fort Vancouver Investment Management
- **Based in:** Vancouver, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $237.1M across 586 accounts
- **Works with:** Mid-life transitions
- **CRD:** 6365891 (https://adviserinfo.sec.gov/individual/summary/6365891)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.fortvancouverim.com

## Frequently asked questions

### Is Holly Breeden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Holly holds no broker registration, and Fort Vancouver Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Holly charge for financial advice?

Holly charges a percentage of assets.

### How much does Holly charge?

According to Fort Vancouver Investment Management's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Holly Breeden based?

Holly Breeden is based in Vancouver, Washington.

### Is Holly Breeden registered with the SEC?

Yes. Holly Breeden is registered as an investment adviser representative in OR, TX and WA (CRD 6365891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fort Vancouver Investment Management manage?

Fort Vancouver Investment Management reports $237.1M across 586 accounts in assets under management.

### How do I contact Holly Breeden?

Through Holly's website, www.fortvancouverim.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6365891): 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
- The firm's website (https://fortvancouverim.com/): specialties, clients served, and fees, checked October 30, 2026

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