Firm
Kirwin Financial, LLC
Issaquah, Washington
Fee-only
Kirwin Financial, 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 1 employee and 9 individual clients.
- Its average account is about $321,000 (assets it manages divided by its 5 accounts).
- Its ongoing planning fee starts at $3,500 a year, below the Washington median of $4,500.
- Its hourly rate of $275 is in line with the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Issaquah, Washington |
|---|---|
| Website | kirwinfinancial.com |
| [email protected] | |
| Phone | (425) 650-2400 |
Kirwin Financial, 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.
| Ongoing planning | From $3,500 a year |
|---|---|
| One-time plan | From $1,275 |
| Hourly | $275 an hour |
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"$0 – $250,000 1.20%" source
"Minimum annual fee of $3,500" source
"Billed only for time spent at $275/hour." source
"$1,275" 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 | $2 million |
| Individual clients | 9 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 314561 |