Holly Breeden
Fort Vancouver Investment Management · Vancouver, Washington
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).
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Who they serve
- Mid-life transitions
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 |
| Assets under management | $237.1M across 586 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6365891 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fortvancouverim.com |
| Profile |
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Questions about Holly
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.
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
- Fort Vancouver Investment 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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