Firebrand Wealth Management, LLC logo

Firebrand Wealth Management, LLC

Updated today

Total assets under management

$56,252,696

Total clients

80

43% high-net worth

Total advisors

4

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

20

Average account size

$703,159

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning services fixed fee: Singles $7,500 - $10,000 annually; Couples $8,500 - $12,000 annually

Percentage

$750,000 - $999,999: 1.00% annually $1,000,000 - $2,499,999: 0.90% annually $2,500,000 - $4,999,999: 0.80% annually $5,000,000+: Contact for a custom quote

Project-based

$400 per hour for financial planning services

Other

Account minimum: $750,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Firebrand Wealth Management, LLC

8201 164 Th Ave Ne, Suite 238

Redmond WA 98052, United States

Number of offices

6

Advisors at this firm

Amy B

CFP®

Seattle, WA

Firebrand Wealth Management, LLC

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Firebrand Wealth offers both hourly-fee and asset-based-fee advice and guidance, including: • Savings Strategies • Socially-Responsible Investment Management • Retirement Planning • Tax and Estate Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters, and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Equity Recipients (RS/RSU, SOP, ESPP) ESG / Sustainable investing Women's Finance
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Timothy H

CFP®

New York, NY

Firebrand Wealth Management, LLC

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Suzanne B

Series 63, Series 66

New York, NY

Firebrand Wealth Management, LLC

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Stephanie H

CFP®

New York, NY

Firebrand Wealth Management, LLC

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