Advisor at Wyatt Wealth Management
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Firm
Wyatt Wealth Management
Location
Arlington, WA 98223
Credentials
CFP®, Series 65
Industry experience
18 years
Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.
Based on Wyatt Wealth Management
Some legacy clients may pay a fixed fee rather than a percentage of assets managed; specific amounts not stated
$0 - $150,000: 1.25% annually $150,001 - $600,000: 1.00% annually $600,001 - $800,000: 0.85% annually $800,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.65% annually $5,000,000+: 0.40% annually
$200 per hour for financial planning
Fee-only: Hourly financial planning fee of $200 per hour
3710 168th St Ne B202
Arlington, WA 98223
Washington
BBWYATT LLC dba WYATT WEALTH MANAGEMENT
2020 - Present (6 years)
Pacific Wealth Management LLC
2020 - 2022 (2 years)
Financial Management, Inc.
2018 - 2020 (2 years)
BBWYATT LLC dba Financial Management
2018 - 2020 (2 years)
Mcilrath & Eck
2008 - 2018 (10 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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