Brian Wyatt is a CFP-designated registered investment advisor at Wyatt Wealth Management, based in Arlington, WA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 118 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $600K | 1.00% |
| $600K - $800K | 0.85% |
| $800K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable based on criteria such as historical relationships, asset types, and anticipated future assets. Legacy clients may pay a fixed fee instead of a percentage of assets.
Fee Estimator
Location
3710 168th St NE B202, Arlington, WA, 98223
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 Activities
Brian owns four rental properties (three single-family homes and one duplex) since 2011, managed by a third party. He spends minimal time on this activity.
Employment History
Current Registrations
Wyatt Wealth Management
Previous Registrations
Financial Management, INC.
Mcilrath & Eck, LLC
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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