Kutscher Benner Barsness & Stevens, Inc. logo

Kutscher Benner Barsness & Stevens, Inc.

Updated today

Client assets under management

$613,011,073

Clients

180

72% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

30

Very Low

Average account size

$3,405,617

About

Kutscher Benner Barsness & Stevens is a fee-for-service SEC-registered advisory team of six professionals managing roughly $627.8 million for about 180 individual, family and trustee clients. The firm offers integrated financial planning and portfolio management, including selection and monitoring of subadvisors, guidance on employee equity and concentration issues, and counseling on private and interval investment funds.

The firm’s process centers on a written, in‑depth financial plan that combines balance-sheet analysis, cash‑flow and tax forecasting, and a proprietary asset‑allocation framework that mixes active and passive managers. KBBS operates on a primarily non‑discretionary basis—seeking client approval before implementing trades—and routinely advises on less liquid structures (private funds and interval funds), using sponsor-reported values for valuation and fee calculations.

What is distinctive is the firm’s integration of legal counsel into its offering: one of the firm’s principals maintains a separate law practice that focuses on estate planning, angel investments and private transactions, with clients required to sign separate engagement letters to address potential conflicts. The firm also maintains a multi-office presence and explicit policies treating cash as an asset class and addressing non‑traditional investments, reflecting a practice oriented toward entrepreneurs and clients with concentrated or private holdings.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

Fee options

Fixed

Set-up fee (initial year) generally equal to 35% of annual fee, minimum $2,000, maximum $10,000, may be waived

Percentage

$0 - $500,000: 0.80% $500,001 - $2,000,000: 0.70% $2,000,001 - $4,000,000: 0.60% $4,000,001 - $9,000,000: 0.50% $9,000,001+: 0.20%

Project-based

$500 for Professional Financial Planner, $350 for Financial Associates

Other

Account minimum: $10,000 Minimum fee: $500 base component annually Fee-only: Fixed fee arrangement covering financial planning services; hourly rates: $500 for Professional Financial Planner, $350 for Financial Associates

Main office location

Kutscher Benner Barsness & Stevens, Inc.

1201 Western Ave, Suite 600

Seattle WA 98101, United States

Number of offices

8

Most active in

California · New Hampshire · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Cameron B

CFP®, Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Cameron Barsness is a CFP® with 14 years of industry experience, currently serving as an advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA. He has been with the firm since 2006. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports, using proprietary asset-allocation models and a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
user avatar

Austin J

CFP®

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
user avatar

Kyle O

CFP®, Series 66

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Kyle O'Connor is a CFP® professional with 12 years of experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2015. He holds the Series 66 designation and is based in Seattle, WA. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees, providing integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports and operates primarily on a non-discretionary basis, seeking client approval before implementing portfolio changes.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
user avatar

Ryan S

CFA®, Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
user avatar

Scott B

Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
user avatar

Gianna G

CFP®, Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")