Alexander Williamson
Pacific Crest Financial Advisors · Everett, Washington
Alexander Williamson is a fee-only financial advisor at Pacific Crest Financial Advisors in Everett, Washington, who holds the CFP credential. Pacific Crest Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pacific Crest Financial Advisors |
|---|---|
| Based in | Everett, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $79.8M across 158 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2082975 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pacificcrestfa.com |
| Profile |
How Alexander's firm compares
- Pacific Crest Financial Advisors's average account is about $505,000, from its Form ADV (assets managed divided by 158 accounts).
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Questions about Alexander
Is Alexander Williamson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Pacific Crest Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Pacific Crest Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Williamson based?
Alexander Williamson is based in Everett, Washington.
What credentials does Alexander Williamson hold?
Alexander Williamson holds the CFP credential.
Is Alexander Williamson registered with the SEC?
Yes. Alexander Williamson is registered as an investment adviser representative in WA (CRD 2082975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Crest Financial Advisors manage?
Pacific Crest Financial Advisors reports $79.8M across 158 accounts in assets under management.
How do I contact Alexander Williamson?
Through Alexander's website, www.pacificcrestfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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