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Kirwin Financial LLC

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Percentage

$0 - $250,000: 1.20% $250,001 - $700,000: 1.00% $700,001 - $2,500,000: 0.50% $2,500,001+: 0.25%

Project-based

$275/hour for Project-Based and Continuous Financial Planning

Other

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

Advisors at this firm

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Young Families Gen Y/Millennials (Born 1980-1995)
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