# Jessica Kirwin

> Jessica Kirwin is a fee-only financial advisor at Kirwin Financial, LLC in Issaquah, Washington, who holds the CFP and MBA credentials. Jessica charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $3,500 a year and one-time plans from $1,275).

Page: https://find.wellspent.co/advisors/jessica-kirwin/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Kirwin Financial, LLC
- **Based in:** Issaquah, Washington
- **Fee model:** Percentage of assets; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,500 a year; one-time plans from $1,275; $275 an hour; 1.2% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.6M across 5 accounts
- **Credentials:** CFP, MBA
- **CRD:** 6773663 (https://adviserinfo.sec.gov/individual/summary/6773663)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kirwinfinancial.com

## Frequently asked questions

### Is Jessica Kirwin a fee-only financial advisor?

Yes. Jessica Kirwin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jessica's firm.

### How does Jessica Kirwin charge for financial advice?

Jessica Kirwin charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Jessica Kirwin charge?

According to Kirwin Financial, LLC's website, checked October 28, 2026: ongoing planning from $3,500 a year; one-time plans from $1,275; $275 an hour; 1.2% a year on the first tier of assets managed.

### Where is Jessica Kirwin based?

Jessica Kirwin is based in Issaquah, Washington.

### What credentials does Jessica Kirwin hold?

Jessica Kirwin holds the CFP and MBA credentials.

### Is Jessica Kirwin registered with the SEC?

Yes. Jessica Kirwin is registered as an investment adviser representative in WA (CRD 6773663), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kirwin Financial, LLC manage?

Kirwin Financial, LLC reports $1.6M across 5 accounts in assets under management.

### How do I contact Jessica Kirwin?

Through Jessica Kirwin's website, kirwinfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jessica-kirwin-10546): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://kirwinfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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