BB
CFP
BB
CFP

Bradley Blackburn

21 Years of Experience
Cashmere, WA

Bradley Blackburn is a CFP-designated registered investment advisor at Blackburn Financial, based in Cashmere, WA, with 21 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 650 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
650 clients
Average Client Portfolio
$138K average
Assets Under Management
$90.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be reduced or waived for directors, officers, and employees of Blackburn Financial at the discretion of management. Fees may be negotiated.

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

121 Cottage Avenue, Cashmere, WA, 98815

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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
Blackburn Financial
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2011 · 2 yrs 11 mos
Raymond James Financial Services
May 2004 - January 2009 · 4 yrs 8 mos
State Registrations1 state
WA
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.
Bradley Blackburn - Financial Advisor | TrueAdvisor