Janice Brady
Concepts Financial Services · Kirkland, Washington
Janice Brady is a fee-only financial advisor at Concepts Financial Services in Kirkland, Washington. Concepts Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Concepts Financial Services |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.9M across 136 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4709621 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Janice's firm compares
- Concepts Financial Services's average account is about $168,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Janice
Is Janice Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janice holds no broker registration, and Concepts Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janice charge for financial advice?
Janice's firm, Concepts Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Janice Brady based?
Janice Brady is based in Kirkland, Washington.
Is Janice Brady registered with the SEC?
Yes. Janice Brady is registered as an investment adviser representative in WA (CRD 4709621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concepts Financial Services manage?
Concepts Financial Services reports $22.9M across 136 accounts in assets under management.
How do I contact Janice Brady?
Contact details aren't on file yet. Search for Concepts Financial Services.
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
- 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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