Brian Whitaker
Northern Lights Advisors · Seattle, Washington
Brian Whitaker is a fee-only financial advisor at Northern Lights Advisors in Seattle, Washington, who holds the CFP credential. Northern Lights Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Northern Lights Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $258.9M across 339 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2463678 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.nlria.com |
How Brian's firm compares
- Northern Lights Advisors's average account is about $764,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Brian
Is Brian Whitaker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Northern Lights Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Northern Lights Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Whitaker based?
Brian Whitaker is based in Seattle, Washington.
What credentials does Brian Whitaker hold?
Brian Whitaker holds the CFP credential.
Is Brian Whitaker registered with the SEC?
Yes. Brian Whitaker is registered as an investment adviser representative in WA (CRD 2463678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northern Lights Advisors manage?
Northern Lights Advisors reports $258.9M across 339 accounts in assets under management.
How do I contact Brian Whitaker?
Through Brian's website, www.nlria.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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