F
Fangorn Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,337,410
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$521,088
About
Fangorn Wealth Management provides investment advisory and portfolio management, financial planning, investment consultation, and educational workshops to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management and supports implementation through a mix of passive, active, and Core + Satellite strategies.
The firm’s investment process emphasizes a passive core allocation supplemented by targeted active positions, and it uses Modern Portfolio Theory alongside scenario analysis and stress testing to address tail-risk concerns. Financial planning and educational counseling are offered on an hourly basis, and the firm runs seminars and workshops—including programming aimed at high-school and college-age family members—which are presented as general education rather than personalized investment solicitation.
A distinctive feature is that the firm’s principal is a licensed attorney who provides guidance on estate and charitable planning and may consult with clients’ legal counsel, while the advisory business itself is not a law firm and does not practice law. The firm is newly formed and operates with streamlined back-office relationships (including custodial and reporting platforms), combining advisory services with recurring public education offerings—an uncommon mix among peers in this category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Occupation focus
Founder/Business Owner
Attorney
Demographic focus
Young Professionals
Mid-Career Professionals
Fee options
$2,000 per year flat fee for portfolio management on accounts between $100,001 and $250,000
$0 - $100,000: Complimentary for financial planning clients $100,001 - $250,000: Flat fee of $2,000 per year $250,001 - $750,000: 0.50% (50 basis points) $750,001 - $1,500,000: 0.40% (40 basis points) $1,500,001 - $3,000,000: 0.30% (30 basis points) $3,000,001 - $6,000,000: 0.20% (20 basis points) $6,000,001 - $10,000,000: 0.15% (15 basis points) $10,000,001+: 0.10% (10 basis points)
$250 per hour for financial planning; discounted hourly rates based on account size: $100,001-$250,000: $100/hour; $250,001-$750,000: $75/hour; $750,001-$3,000,000: $50/hour; above $3,000,000: complimentary (rare exceptions)
Minimum fee: $2,000 per year for accounts $100,001 to $250,000 (flat fee) Fee-only: Hourly fees for financial planning at $250/hour, discounted based on portfolio size to as low as $50/hour; educational counseling at $100/hour; $500/hour fee for workshops for sponsors
Main office location
Fangorn Wealth Management
Vashon WA, United States
Number of offices
1
Most active in
Fangorn Wealth Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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