Briarwood Financial fees and pricing
Financial planner in Gig Harbor, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Briarwood Financial charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of up to $3,000, based upon our hourly rate of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Briarwood Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the number of days the account was open in the billing period.”
- “An account may be terminated with verbal or written notice at least 30 calendar days in advance.”
How Briarwood Financial’s fees compare
- Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
- None of the 2 other planners in Gig Harbor that publish an hourly rate charge less.
About Briarwood Financial
- Principal: Kyle Smith
- Firm size: 4 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 27
- Employees
- 4
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $4,744,644
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310562
- Phone
- (360) 443-9993
Can advise clients in 2 states: Idaho, Washington
Other planners in Gig Harbor that publish fees
- Conestoga Wealth PartnersGig Harbor$500/hr, $2,500-$10,000
- Gensphere Private Wealth, LLCGig Harbor$300/hr, $5,000-$20,000
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.