Brian Gawthrop is a CFP-designated registered investment advisor at Five Cedars, based in Kirkland, WA, with 20 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, Education Planning, Estate Planning, and 7 more. Their firm serves 15 clients with $23M 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 assessed in arrears based on the average daily balance of assets under management for the previous quarter. Fees are generally negotiable.
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.
Exams
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