Kirwin Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Project-Based Financial Planning Financial Planning engagements are offered at our hourly rate of $275.”

Annual fee

$3,500/yr

“If the total assets under management is less than $250,000, the minimum annual fee of $3,500 applies.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kirwin Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The estimated fee will be agreed upon before the start of any work and is negotiable.”
• “The Client will only be billed for time spent based on the hourly rate of $275/hour.”
• “Fees may be paid by debit card, credit card, electronic funds transfer or check.”

How Kirwin Financial LLC’s fees compare

• Its hourly rate of $275 is below the Washington median of $300. 46% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Issaquah that publish an hourly rate charge less.
• Its annual fee of $3,500 is below the Washington median of $7,000. 22% of the 37 other Washington planners that publish an annual fee charge less.
• 1 of the 2 other planners in Issaquah that publish an annual fee charge less.

About Kirwin Financial LLC

• Principal: Jessica Kirwin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Minimum

$3,500 minimum fee (stated in brochure)

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$1,606,581

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314561

Website

kirwinfinancial.com (opens in new tab)

Phone

(425) 650-2400

Other planners in Issaquah that publish fees

• Capital Partners Wealth ManagementIssaquah$2,500
• Gevers Wealth ManagementIssaquah$25,000/yr
• Kenney Wealth Planning & ManagementIssaquah$295/hr, $2,950
• Prism Financial Planning, LLCIssaquah$400/hr
• Steelhead Capital Management LLCIssaquah$250/hr, $500/qtr
• Wright Wealth Management, LLCIssaquah$250/hr

Compare all 8 planners in Issaquah