Chloerissa Kirwan
Chloerissa Kirwan is a CFP, ChFC-designated registered investment advisor at Grey Kirwan Financial, based in Reston, VA, with 25 years of industry experience. Chloerissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiable, waived, or reduced on a client-by-client basis.
Fee Estimator
Location
1984 Isaac Newton Sq W, Ste 107, Reston, VA, 20190
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Chloerissa is a notary public in the state of Virginia since 2011, spending minimal time on this activity. Since 2017, Chloerissa uses Reston Wealth Management, LLC as a DBA for non-variable insurance, including term, long-term care, health, and disability insurance, dedicating minimal time to it.
Employment History
Current Registrations
Grey Kirwan Financial
Previous Registrations
Reston Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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.