W
Washburn Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,120,697
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$427,405
About
Washburn Asset Management LLC provides tailored financial planning and portfolio management services to individual and high‑net‑worth clients, including retirement-plan advice, investment consultation, estate and tax planning, education funding analysis, and divorce-related financial planning. The firm manages roughly $8.1 million for a small client roster and serves accounts on both discretionary and nondiscretionary bases, with no stated income or asset minimums.
The firm’s investment approach emphasizes active management guided by fundamental analysis, aiming to reduce risk through ownership of individual equities and allocations to less‑correlated assets; client portfolios commonly include mutual funds, ETFs, individual stocks, and option strategies. Written investment guidelines and investment policy statements are prepared to reflect each client’s objectives, time horizon, tolerance for risk, and any account constraints.
A distinctive feature noted in the brochure is the offering of periodic, complimentary educational workshops on topics such as retirement strategies, estate planning, and education funding, which the firm describes as educational rather than solicitation events. The brochure also highlights an atypical professional background for the principal — prior military service as a bandsman and ongoing freelance performance work — and the firm’s operational preference for Interactive Brokers as custodian, including participation in that custodian’s advisor support program.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement withdrawal strategies
Equity compensation tax strategy
Active portfolio management
Fee options
Quarterly retainer fee of $250 for ongoing financial planning assistance after plan delivery
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.80% annually $1,000,000 - $2,999,999: 0.65% annually $3,000,000+: 0.55% annually
$150 per hour for financial planning services
Retainer fee of $250 per quarter for ongoing financial planning assistance
Fee-only: Financial planning hourly fee of $150/hour; retainer fee of $250 per quarter for ongoing planning assistance
Main office location
Washburn Asset Management LLC
Amherst OH, United States
Number of offices
1
Most active in
Washburn Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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