Fee-only adviser · Issaquah, WA
Kirwin Financial LLC
Kirwin Financial LLC is a fee-only investment adviser registered with the securities regulator of Washington, with its main office in Issaquah, Washington. On its latest Form ADV, filed March 9, 2026, it reports $1.6M in regulatory assets under management, 9 individual clients and 1 employee who gives 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: Washington |
|---|---|
| Firm CRD number | 314561 |
| Office | 371 NE Gilman Blvd Suite 160 Issaquah, WA 98027 |
| Phone | (425) 650-2400 |
| Website | kirwinfinancial.com |
| Regulatory assets under management | $1.6M |
| Individual clients | 9 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 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 Issaquah
- Gevers Wealth Management $224M
- Kenney Wealth Planning & Management $12M
- Sound Investment Advice, LLC $429K
See all 4 fee-only advisers in Issaquah →
Nearby
- Fall City 1 firm
- Snoqualmie 2 firms
- Mercer Island 4 firms
- Bellevue 40 firms
- Redmond 7 firms
- Kirkland 12 firms
- Seattle 73 firms
- Woodinville 1 firm
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