Washington Wealth Advisors, LLC

SEC-regulated
Registered investment advisor
Washington Wealth Advisors, LLC is a financial advisory firm specializing in asset management, financial planning, and pension/retirement consulting. Established on April 5, 2017, the firm is owned by Maura Campion Schauss and Todd Youngdahl, with over 40 years of combined experience in the financial industry. They offer discretionary investment advisory services to individuals/families, trusts, estates, and other clients, with fees ranging between negotiable and 1.25% of assets under management. Clients can also opt for financial planning and consulting services on an hourly or flat fee basis, starting at $350. The firm does not offer wrap fee programs and does not engage in performance-based fees or side-by-side management. Clients have the option to place reasonable restrictions on investments, and the firm emphasizes continuous account supervision. Washington Wealth Advisors does not sell securities for a commission and does not receive compensation from recommended investment advisors. The firm reviews accounts quarterly and does not vote client proxies. Clients are encouraged to contact the Co-Chief Compliance Officers for any questions regarding the firm's services or this brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting