Daniel Rutter
Agate Pass Investment Management · Bainbridge Island, Washington
Daniel Rutter is a fee-only financial advisor at Agate Pass Investment Management in Bainbridge Island, Washington, who holds the CFA credential. Daniel charges a percentage of assets.
Request an introduction to Daniel →
Facts
| Firm | Agate Pass Investment Management |
|---|---|
| Based in | Bainbridge Island, Washington |
| Fee model | Percentage of assets |
| Assets under management | $336.0M across 320 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, WA · CRD 4661088 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.agatepassinvestment.com |
How Daniel's firm compares
- Agate Pass Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 320 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Rutter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Agate Pass Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
Where is Daniel Rutter based?
Daniel Rutter is based in Bainbridge Island, Washington.
What credentials does Daniel Rutter hold?
Daniel Rutter holds the CFA credential.
Is Daniel Rutter registered with the SEC?
Yes. Daniel Rutter is registered as an investment adviser representative in TX and WA (CRD 4661088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Agate Pass Investment Management manage?
Agate Pass Investment Management reports $336.0M across 320 accounts in assets under management.
How do I contact Daniel Rutter?
Through Daniel's website, www.agatepassinvestment.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
- Agate Pass Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.