Thomas Bailey
Broadview Wealth Management · Kirkland, Washington
Thomas Bailey is a fee-only financial advisor at Broadview Wealth Management in Kirkland, Washington. Thomas charges a percentage of assets and a one-time planning fee (ongoing planning from $1,500 a year and one-time plans from $1,500) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Facts
| Firm | Broadview Wealth Management |
|---|---|
| Based in | Kirkland, Washington |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,500 a year · One-time plans from $1,500 · 1% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $154.9M across 78 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 6435763 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.broadviewwealth.com |
| Profile |
How Thomas's firm compares
- Ongoing planning starts at $1,500 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the Washington median of $3,000 for fee-only firms that publish prices.
- Broadview Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Thomas
Is Thomas Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Broadview Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets and a one-time planning fee.
How much does Thomas charge?
According to Broadview Wealth Management's website, checked October 30, 2026: ongoing planning from $1,500 a year; one-time plans from $1,500; 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Where is Thomas Bailey based?
Thomas Bailey is based in Kirkland, Washington.
What does Thomas specialize in?
Thomas's specialties include estate & legacy planning, tax planning and retirement planning.
Is Thomas Bailey registered with the SEC?
Yes. Thomas Bailey is registered as an investment adviser representative in TX and WA (CRD 6435763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Broadview Wealth Management manage?
Broadview Wealth Management reports $154.9M across 78 accounts in assets under management.
How do I contact Thomas Bailey?
Through Thomas's website, www.broadviewwealth.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
- Broadview 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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