Firebrand Wealth Management, LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 100 individual clients, 21 of them high net worth.
- Its average account is about $758,000 (assets it manages divided by its 104 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | firebrandwealth.com |
| [email protected] | |
| Phone | (888) 499-9240 |
Questions about Firebrand Wealth Management, LLC
Does Firebrand Wealth Management, LLC have an account minimum?
No. Firebrand Wealth Management, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Firebrand Wealth Management, LLC paid?
Firebrand Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Firebrand Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Firebrand Wealth Management, LLC, and 3 hold the CFP.
What is the average account at Firebrand Wealth Management, LLC?
Firebrand Wealth Management, LLC's average account is about $758,000. That's the assets on its Form ADV divided by its 104 accounts.
What does Firebrand Wealth Management, LLC specialize in?
Firebrand Wealth Management, LLC's advisors and website list physicians & residents, equity compensation, student loans and sustainable & impact investing.
Firebrand Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Ongoing financial planning services for clients with equity compensation and/or multi-generational planning needs, with no asset minimum." source
"Fees are based on the percent of assets being managed." source
"Ongoing financial planning services for clients with equity compensation and/or multi-generational planning needs, with no asset minimum." source
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 · Fixed fees |
|---|---|
| Assets managed | $79 million |
| Individual clients | 79 |
| High-net-worth clients | 21 |
| Accounts managed | 104 |
| Employees | 5 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 292154 |