Fangorn Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,337,410
Clients
16
Advisors
1
of 1 employees
About
Fangorn Wealth Management advises individuals, high‑net‑worth clients, small businesses, and charitable foundations on financial planning and portfolio management. Its services include cash‑flow and debt analysis, retirement and education planning, estate and charitable‑giving guidance, and ongoing supervision of investment accounts.
The firm typically constructs broadly diversified, tax‑aware portfolios using passive core or core‑plus‑satellite approaches and applies active management selectively for concentrated positions or other client‑specific objectives; it uses Modern Portfolio Theory alongside scenario analysis and stress testing to assess tail risk. Engagements begin with an initial interview and may be broad‑based or modular, and portfolios are managed under discretionary authority consistent with the firm’s fiduciary obligations.
Noteworthy aspects include a principal who is a licensed attorney and who provides non‑legal estate and charitable‑planning guidance and may consult with clients’ attorneys, although the advisory business is not a law firm. The firm also serves institutional clients such as foundations and charities and routinely offers educational seminars and workshops for high‑school and college‑age audiences and external sponsors, features that are less common among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1 - $100,000: Complimentary for financial planning clients $100,001 - $250,000: Flat fee of $2,000 per year $250,001 - $750,000: 0.50% (50 basis points) $750,001 - $1,500,000: 0.40% (40 basis points) $1,500,001 - $3,000,000: 0.30% (30 basis points) $3,000,001 - $6,000,000: 0.20% (20 basis points) $6,000,001 - $10,000,000: 0.15% (15 basis points) $10,000,001+: 0.10% (10 basis points)
Financial planning services billed at $250 per hour (15-minute increments), discounted based on portfolio size: $100,001-$250,000: $100/hour; $250,001-$750,000: $75/hour; $750,001-$3,000,000: $50/hour; Above $3,000,000: complimentary; Educational counseling at $100/hour
Minimum fee: $2,000 per year for accounts from $100,001 to $250,000 Fee-only: Hourly financial planning at $250 per hour, discounted to as low as $50/hour for larger portfolios; Educational counseling at $100/hour; Workshops at $500/hour for sponsors, complimentary for attendees
Main office
Vashon WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Fangorn Financial · Fangorn Financial Advisors · Fangorn Financial Planning · Fangorn Financial Services LLC · Fangorn Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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