Stephanie Huynh is a CFP-designated registered investment advisor at Firebrand Wealth Management, LLC, based in Redmond, WA. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 80 clients with $56M 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 $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable on a per client basis. For assets over $5,000,000, contact for a custom quote.
Fee Estimator
Location
8201 164th Ave Ne, Suite 238, Redmond, WA, 98052
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 →Employment History
Current Registrations
Firebrand Wealth Management, LLC
State Registrations5 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.