Briarwood Financial

Briarwood Financial at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 4 employees and 27 individual clients.
• Its average account is about $97,000 (assets it manages divided by its 49 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Briarwood Financial fees

Briarwood Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Benjamin Smith

  CFP

• Charles Cutter