Brian Gawthrop is a CFP-designated registered investment advisor at Five Cedars, based in Kirkland, WA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 7 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. In some circumstances, Five Cedars Financial will pay all or part of the third-party advisor’s fee using a portion of the fee paid to Five Cedars Financial. In general, Five Cedars Financial will pay a third party fee for a passive model portfolio strategy for household accounts totaling no more than $3M. Over $3M of household accounts and/or a more active strategy such as Direct Indexing will trigger the third-party adviser to deduct their fee from client accounts per disclosure in addition to Five Cedars Financial’s fees.
Fee Estimator
Location
608 State St, Suite 100 L, Kirkland, WA, 98033
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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
Five Cedars
Previous Registrations
Robinswood Financial
Five Cedars Financial, LLC
Horizon Asset Management
Kaizen Financial Advisors, LLC
Harvest Capital Advisors INC.
American Pensions, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.