Kevin Byrne
Byrne & Company Wealth Management, LLC · Olympia, Washington
Kevin Byrne is a fee-only financial advisor at Byrne & Company Wealth Management, LLC in Olympia, Washington, who holds the CFP credential.
- $143M
- Firm assets managed
- $326,000
- Firm's average account
- 1999
- First securities exam
What Kevin focuses on
How does Kevin's firm compare?
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Byrne & Company Wealth Management, LLC's average account is about $326,000, from its Form ADV (assets managed divided by 438 accounts).
Questions about Kevin
Is Kevin Byrne a fee-only financial advisor?
Yes. Kevin Byrne is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin Byrne charge for financial advice?
Kevin's firm, Byrne & Company Wealth Management, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Byrne based?
Kevin Byrne is based in Olympia, Washington.
What does Kevin Byrne specialize in?
Kevin Byrne's specialties include retirement planning.
What credentials does Kevin Byrne hold?
Kevin Byrne holds the CFP credential.
Is Kevin Byrne registered with the SEC?
Yes. Kevin Byrne is registered as an investment adviser representative in TX and WA (CRD 3220588), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Byrne & Company Wealth Management, LLC manage?
Byrne & Company Wealth Management, LLC reports $142.9M across 438 accounts in assets under management.
How do I contact Kevin Byrne?
Through Kevin Byrne's website, byrneandcowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Byrne & Company Wealth Management, LLC |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $142.9M across 438 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 3220588 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | byrneandcowealth.com |
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Other fee-only advisors in Olympia
Other advisors in Washington who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Byrne & Company Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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