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manages $853 million for them, as of March 2026. They include 440 high-net-worth individuals, 319 individual clients and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Birchwood Financial Partners offer?","answer":"Birchwood Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Birchwood Financial Partners charge?","answer":"Birchwood Financial Partners charges 0.75%–1.50% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,500,000.","source":"FORM ADV2A, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Birchwood Financial Partners use?","answer":"Birchwood Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $845M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Birchwood Financial Partners have?","answer":"Birchwood Financial Partners has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Birchwood Financial Partners invest in?","answer":"At the end of its last fiscal year, Birchwood Financial Partners’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Birchwood Financial Partners have a minimum investment?","answer":"Yes, Birchwood Financial Partners’ minimum account size for its Asset Management is $1.5M.","source":"FORM ADV2A, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Birchwood Financial Partners?","answer":"Birchwood Financial Partners’ direct owners are Dana Brewer, Damian Winther, Mary Bridget Handke, Stephen Dixon, Rachel Infante and Kimberly Andrews, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Birchwood Financial Partners get paid?","answer":"Birchwood Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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