Top financial advisors in Federal Way, WA
We’ve curated a list of the best financial advisors in Federal Way, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$151,074,000
Number of advisors
4 advisors
| $151,074,000 | 4 advisors | |
| 2 |
Assets under management
$18,003,516
Number of advisors
4 advisors
| $18,003,516 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Federal Way, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Federal Way. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Jarvis Financial
Jarvis Financial Services, Inc. is a financial advisor firm based in Federal Way, Washington. The firm was established in 1990 by Nathaniel P. Jarvis, CFP®, and later incorporated in 2004. In 2013, it became an independent registered investment advisor. The firm offers financial planning services covering retirement income, risk management, tax reduction strategies, and investment strategies. Investment supervisory services include portfolio management tailored to clients' goals, risk tolerance, and time horizon. Clients have the option to engage in stand-alone financial planning services for hourly fees. The firm primarily uses Fidelity Brokerage Services LLC as the custodian for client accounts. For investment discretion, Jarvis Financial Services, Inc. requests discretionary authority from clients to select securities and execute transactions within their accounts. The firm's investment strategies include fundamental, technical, and cyclical analysis, with a focus on long-term trading and minimizing risk. Clients are provided with regular performance reports and account statements. The firm operates under a fiduciary duty and is committed to acting in the best interests of its clients. The firm's fee structure includes an annual asset-based fee for investment supervisory services, with different rates based on total assets under management. Stand-alone financial planning services are offered at hourly rates. Clients are responsible for third-party fees and costs associated with their accounts. Jarvis Financial Services, Inc. does not participate in wrap fee programs and does not accept performance-based fees. The firm's advisors, including Matthew P. Jarvis, Nathaniel P. Jarvis, Rhys Colby Cooper, and Allen Lee Gentry, IV, hold various professional designations and adhere to a Code of Ethics. They are supervised by the Chief Compliance Officer, Matthew P. Jarvis. Allen Lee Gentry, IV, is also an Accredited Portfolio Management Advisor (APMA®) and a licensed insurance agent.
$151,074,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersAmerican Northwest Advisory Services L.l.c.
American Northwest Advisory Services, L.L.C. is a financial advisor firm established in 1996, specializing in personalized investment management for individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and is owned by Thomas L. Oakes. They offer investment supervisory services, including developing investment policies, evaluating investment managers, and monitoring plan assets under ERISA standards. The firm manages $641,221,000 in assets for approximately 204 clients, with $29,504,000 managed on a discretionary basis. Clients are typically charged a percentage of assets under management as an annual fee, ranging from 0.20% to 0.55%. The firm does not use performance-based fees and bills fees quarterly in advance. Investment strategies focus on providing diversified options to mitigate risks such as interest-rate, market, inflation, and currency risks. The firm does not have any legal or disciplinary events related to past or present clients. They are affiliated with American Northwest Retirement Plan Services, LLC, a third-party administrator. AMERICAN NORTHWEST ADVISORY SERVICES, L.L.C. does not determine trading for participant-directed retirement plans but has investment discretion for pooled investment accounts. Clients receive regular reports and account statements from qualified custodians. The firm does not receive soft dollar compensation and does not accept referral fees.
$18,003,516 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Federal Way, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Federal Way. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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