Brett Carolan is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Seattle, WA, with 25 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,317 clients with $15B 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 | 1.25% |
For PCFO clients, the annual fee generally ranges between 0.35% and 1.25% of total assets. For OpenPlan clients, the annual fee generally ranges between 0.50% - 0.95% of total assets. Fees are negotiable.
Fee Estimator
Location
2030 1st Avenue, 3rd Floor, Seattle, WA, 98121
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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
Brighton Jones LLC
Previous Registrations
Brighton Jones LLC
Financial Network Investment Corporation
State Registrations2 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.