Fee-only adviser · Gig Harbor, WA
Briarwood Financial
Briarwood Financial is a fee-only investment adviser registered with the securities regulators of Idaho, Washington, with its main office in Gig Harbor, Washington. On its latest Form ADV, filed May 11, 2026, it reports $4.7M in regulatory assets under management, 27 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Idaho, Washington |
|---|---|
| Firm CRD number | 310562 |
| Office | 2801 Hollycroft Street Ste B #1 Gig Harbor, WA 98335 |
| Phone | (360) 443-9993 |
| Website | briarwoodfp.com |
| Regulatory assets under management | $4.7M |
| Individual clients | 27 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Gig Harbor
- Fortitude Advisory Group L.L.C. $468M
- Opportunus Wealth Management, LLC $103M
- Faire Capital Group $102M
- Pioneer Square Advisors, LLC $38M
- Pacific Asset Management, LLC $385M
- Aerie Advisory Group LLC $2.5B
See all 8 fee-only advisers in Gig Harbor →
Nearby
- Fox Island 1 firm
- University Place 1 firm
- Tacoma 10 firms
- Port Orchard 2 firms
- Federal Way 5 firms
- Puyallup 3 firms
- Lacey 2 firms
- Bainbridge Island 4 firms
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