# Birchwood Financial Partners, Inc.

> Birchwood Financial Partners, Inc. is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 169962
- Filed as: BIRCHWOOD FINANCIAL PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169962
- AdvisorCensus page: https://advisorcensus.com/firm/birchwood-financial-partners-inc-bloomington-mn-169962

## Quick answers

**How is Birchwood Financial Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Birchwood Financial Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Birchwood Financial Partners, Inc. charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $500 an hour (initial stand-alone financial plan); Flat fee: $1,000 to $10,000 (initial stand-alone financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Birchwood Financial Partners, Inc. located?**
Birchwood Financial Partners, Inc.'s principal office is in Bloomington, MN, according to its Form ADV.

**Is Birchwood Financial Partners, Inc. registered with the SEC or a state?**
Birchwood Financial Partners, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169962.

**How much does Birchwood Financial Partners, Inc. manage?**
Birchwood Financial Partners, Inc. reports $853,198,867 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (97% discretionary).

**How have Birchwood Financial Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Birchwood Financial Partners, Inc.: Regulatory assets under management: $506,942,420 in the October 2021 data and $853,198,867 in the October 2026 data, up 68%. Total employees: 9 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Birchwood Financial Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (440); individuals (other than high net worth individuals) (319); charitable organizations (2).

**Which custodians does Birchwood Financial Partners, Inc. use?**
Birchwood Financial Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Birchwood Financial Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169962

**Does Birchwood Financial Partners, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "Birchwood's Investment requires a minimum of $1,500,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Birchwood Financial Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $743,954,960 to $853,198,867 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)

> Birchwood's Investment requires a minimum of $1,500,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.

- Hourly rate: $500 an hour (initial stand-alone financial plan)

> Birchwood charges either a maximum hourly fee of $500 or fixed fee ranging between $1,000 and $10,000 for the initial stand-alone financial plan.

- Flat fee: $1,000 to $10,000 (initial stand-alone financial plan)

> Birchwood charges either a maximum hourly fee of $500 or fixed fee ranging between $1,000 and $10,000 for the initial stand-alone financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $853,198,867
- Discretionary: $830,327,734
- Non-discretionary: $22,871,133

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 319 | $99,256,236 |
| High net worth individuals | 440 | $746,623,260 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,868,288 |
| Charitable organizations | 2 | $4,843,815 |
| Corporations or other businesses not listed above | 1 | $607,268 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 15 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [birchwoodfp.com](https://birchwoodfp.com)
- [klbfinancial.com](https://klbfinancial.com)
- Facebook @BIRCHWOODFP
- LinkedIn @BIRCHWOOD-FINANCIAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $506,942,420 | 9 | May 20, 2021 |
| October 2022 | $583,810,998 | 13 | February 28, 2022 |
| October 2023 | $518,702,512 | 13 | March 7, 2023 |
| October 2024 | $716,804,745 | 14 | September 25, 2024 |
| October 2025 | $743,954,960 | 15 | May 30, 2025 |
| October 2026 | $853,198,867 | 15 | March 4, 2026 |

Regulatory assets under management: $506,942,420 in the October 2021 data and $853,198,867 in the October 2026 data, up 68%.
Total employees: 9 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $743,954,960 to $853,198,867 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birchwood Financial Partners, Inc. (CRD 169962): Form ADV filing data as of October 2026.