Brian Blakeman is a registered investment advisor at Onward Financial Advising LLC, based in Sammamish, WA, with 3 years of industry experience. Brian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.45% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
OFA may utilize an Outside Manager for all Clients with assets under management of $1,000,000 or less.
Fee Estimator
Location
Sammamish, 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 →Other Business Activities
Brian is employed as an Engineering Manager at The Boeing Company, dedicating nearly full-time hours to this role. This position is non investment-related.
Employment History
Current Registrations
Onward Financial Advising LLC
Previous Registrations
Emerald Advisors, LLC
State Registrations1 state
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