Kirwin Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$635,716
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$39,732
Client services
Fee options
$0 - $250,000: 1.20% $250,001 - $700,000: 1.00% $700,001 - $2,500,000: 0.50% $2,500,001+: 0.25%
$275/hour for Project-Based and Continuous Financial Planning
Account minimum: $0 (no minimum account size requirement) Minimum fee: Minimum annual fee of $3,500 for Continuous Financial Planning and Investment Management Fee-only: Hourly fees at $275/hour for Project-Based Financial Planning and Continuous Financial Planning; Fixed fees for Educational Workshops ($0 to $100 per participant)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Kirwin Financial LLC
371 Ne Gilman Blvd, Suite 160
Issaquah WA 98027, United States
Number of offices
2
Forms ADV
Quick links
Advisors at this firm
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