Briarwood Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,337,939
Total clients
23
0% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$145,128
About
Briarwood Financial Planning provides discretionary portfolio management and financial planning primarily to individual clients, with a small client base and modest assets under management that suggest a focus on non‑high‑net‑worth households. The firm also offers project‑based planning and ongoing comprehensive planning engagements and works with employer‑sponsored retirement plans and corporate clients in a consulting capacity.
The firm’s investment process is built around passive portfolio construction—using index mutual funds and ETFs to capture asset‑class returns—while incorporating fundamental and cyclical analysis to inform strategy and manager selection. Briarwood may utilize third‑party managers (for example, iCapital) when appropriate and provides ongoing monitoring and ERISA fiduciary services, including a Section 3(38) discretionary investment fiduciary manager program for plans.
What sets Briarwood apart from many peers is the combination of advisory services with an accounting and tax‑preparation capability, as the firm offers tax preparation, bookkeeping, payroll and related accounting services in addition to investment advice. The firm also conducts educational seminars and participant education for groups and plan sponsors (sometimes pro bono), and operates as a small, hands‑on advisory team that emphasizes plan‑level fiduciary work alongside individual financial planning.
Client services
Expertise
Occupation focus
Fee options
Ongoing Comprehensive Financial Planning has an upfront fixed fee up to $2,000; Plan Advice and Consulting Program may have an upfront fee up to $2,500; Educational Seminars fees range from free to $2,500 per seminar or $0 to $250 per participant
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$250 per hour for financial planning and consulting services
Fee-only: Ongoing Comprehensive Financial Planning includes an upfront charge up to $2,000 based on hourly rate of $250; ongoing hourly fees billed quarterly in arrears at $250/hour; Project-Based/Hourly Financial Planning offered at $250/hour
Main office location
Briarwood Financial
2801 Hollycroft Street, Ste B #1
Gig Harbor WA 98335, United States
Number of offices
2
Most active in
Idaho · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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