Byrne & Company Wealth Management, LLC
Olympia, Washington
Byrne & Company Wealth Management, LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 136 individual clients, 51 of them high net worth.
- Its average account is about $326,000 (assets it manages divided by its 438 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Olympia, Washington |
|---|---|
| Website | byrneandcowealth.com |
| [email protected] | |
| Phone | (360) 338-0645 |
Questions about Byrne & Company Wealth Management, LLC
How is Byrne & Company Wealth Management, LLC paid?
Byrne & Company Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Byrne & Company Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Byrne & Company Wealth Management, LLC.
What is the average account at Byrne & Company Wealth Management, LLC?
Byrne & Company Wealth Management, LLC's average account is about $326,000. That's the assets on its Form ADV divided by its 438 accounts.
What does Byrne & Company Wealth Management, LLC specialize in?
Byrne & Company Wealth Management, LLC's advisors and website list retirement planning.
Byrne & Company Wealth Management, LLC fees
Byrne & Company Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $143 million |
| Individual clients | 85 |
| High-net-worth clients | 51 |
| Accounts managed | 438 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-123593) |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 160581 |