AB
CFP
AB
CFP

Amy Barnes

12 Years of Experience
Seattle, WA

Amy Barnes is a CFP-designated registered investment advisor at Firebrand Wealth Management, LLC, based in Seattle, WA, with 12 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 100 clients with $79M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$789K average
Assets Under Management
$78.9M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5M+0.80%

Fees are negotiable. Financial planning is included for accounts meeting the $750,000 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

820 4th Ave, Seattle, WA, 98025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Firebrand Wealth Management, LLC
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Aldrich Wealth LP
June 2016 - December 2017 · 1 yr 6 mos
Advice and Planning Services
September 2014 - May 2016 · 1 yr 8 mos
Blackrock Fund Advisors
October 2013 - September 2014 · 11 mos
State Registrations5 states
CANJNYTXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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