Amy Barnes is a CFP-designated registered investment advisor at Firebrand Wealth Management, LLC, based in Redmond, WA, with 25 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 80 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable on a per client basis. For assets over $5,000,000, contact for a custom quote.
Fee Estimator
Location
8201 164th Ave Ne, Suite 238, Redmond, WA, 98052
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Firebrand Wealth Management, LLC
Previous Registrations
Aldrich Wealth LP
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Blackrock Fund Advisors
Blackrock Investments, LLCBroker
Blackrock Fund Distribution CompanyBroker
Barclays Global Investors ServicesBroker
Montgomery & CO., LLCBroker
Oppenheimer & CO. INC.Broker
Banc of America Securities LLCBroker
State Registrations5 states
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