Jose Barbosa
Singer Wealth Management · Seattle, Washington
Jose Barbosa is a fee-only financial advisor at Singer Wealth Management in Seattle, Washington, who holds the ChFC credential. Jose charges hourly fees (one-time plans from $4,000 and $400 an hour) and focuses on retirement planning, estate & legacy planning and divorce financial planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Singer Wealth Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Hourly |
| Fees (firm's website) | One-time plans from $4,000 · $400 an hour |
| Accepting new clients | Yes |
| Assets under management | $119.0M across 427 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in WA · CRD 4851839 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | singerwealthmanagement.com |
| Profile |
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Questions about Jose
Is Jose Barbosa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Singer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose charges hourly fees.
How much does Jose charge?
According to Singer Wealth Management's website, checked October 30, 2026: one-time plans from $4,000; $400 an hour.
Where is Jose Barbosa based?
Jose Barbosa is based in Seattle, Washington.
What does Jose specialize in?
Jose's specialties include retirement planning, estate & legacy planning and divorce financial planning. Jose works with divorced individuals.
What credentials does Jose Barbosa hold?
Jose Barbosa holds the ChFC credential.
Is Jose Barbosa registered with the SEC?
Yes. Jose Barbosa is registered as an investment adviser representative in WA (CRD 4851839), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Singer Wealth Management manage?
Singer Wealth Management reports $119.0M across 427 accounts in assets under management.
How do I contact Jose Barbosa?
Through Jose's website, singerwealthmanagement.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
- Singer Wealth 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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