Jessica Kirwin is a registered investment advisor at Kirwin Financial LLC, based in Issaquah, WA, with 9 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 9 clients with $1.6M 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 $250K | 1.20% |
| $250K - $700K | 1.00% |
| $700K - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Subject to a minimum annual fee of $3,500. Fees are calculated using blended rates across household accounts.
Fee Estimator
Contact
Jessica Kirwin
Location
Issaquah, WA
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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
Kirwin Financial LLC
Previous Registrations
Allison Spielman Advisors, 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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