Kutscher Benner Barsness & Stevens, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$613,011,073
Clients
180
Advisors
6
of 7 employees
About
Kutscher Benner Barsness & Stevens is a fee-for-service SEC-registered advisory team of six professionals managing roughly $627.8 million for about 180 individual, family and trustee clients. The firm offers integrated financial planning and portfolio management, including selection and monitoring of subadvisors, guidance on employee equity and concentration issues, and counseling on private and interval investment funds.
The firm’s process centers on a written, in‑depth financial plan that combines balance-sheet analysis, cash‑flow and tax forecasting, and a proprietary asset‑allocation framework that mixes active and passive managers. KBBS operates on a primarily non‑discretionary basis—seeking client approval before implementing trades—and routinely advises on less liquid structures (private funds and interval funds), using sponsor-reported values for valuation and fee calculations.
What is distinctive is the firm’s integration of legal counsel into its offering: one of the firm’s principals maintains a separate law practice that focuses on estate planning, angel investments and private transactions, with clients required to sign separate engagement letters to address potential conflicts. The firm also maintains a multi-office presence and explicit policies treating cash as an asset class and addressing non‑traditional investments, reflecting a practice oriented toward entrepreneurs and clients with concentrated or private holdings.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Set-up fee (initial year) generally equal to 35% of annual fee, minimum $2,000, maximum $10,000, may be waived
$0 - $500,000: 0.80% $500,001 - $2,000,000: 0.70% $2,000,001 - $4,000,000: 0.60% $4,000,001 - $9,000,000: 0.50% $9,000,001+: 0.20%
$500 for Professional Financial Planner, $350 for Financial Associates
Account minimum: $10,000 Minimum fee: $500 base component annually Fee-only: Fixed fee arrangement covering financial planning services; hourly rates: $500 for Professional Financial Planner, $350 for Financial Associates
Main office
1201 Western Ave, Suite 600
Seattle WA 98101
Advisors at this office
6
Most active in
California · New Hampshire · Texas · Washington
Also doing business as
Frederic T. Kutscher Associates,Inc. · Kbbs Financial · Kutscher Benner Barsness & Stevens, Inc. · Kutscher Rhodes & Benner, Inc. · Kutscher, Rhodes & Benner, Inc.
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.
Quick links
Advisors at this firm
Cameron B
CFP®, Series 65
Seattle, WA
Kutscher Benner Barsness & Stevens, Inc.
Cameron Barsness is a CFP® with 14 years of industry experience, currently serving as an advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA. He has been with the firm since 2006. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports, using proprietary asset-allocation models and a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.
Austin J
CFP®
Seattle, WA
Kutscher Benner Barsness & Stevens, Inc.
Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.
Kyle O
CFP®, Series 66
Seattle, WA
Kutscher Benner Barsness & Stevens, Inc.
Kyle O'Connor is a CFP® professional with 12 years of experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2015. He holds the Series 66 designation and is based in Seattle, WA. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees, providing integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports and operates primarily on a non-discretionary basis, seeking client approval before implementing portfolio changes.
Ryan S
CFA®, Series 65
Seattle, WA
Kutscher Benner Barsness & Stevens, Inc.
Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.
Scott B
Series 65
Seattle, WA
Kutscher Benner Barsness & Stevens, Inc.
Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.
Gianna G
CFP®, Series 65
Seattle, WA
Kutscher Benner Barsness & Stevens, Inc.
Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.
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