Deborah Gianelli
Whole Family Financial Services · Bothell, Washington
Deborah Gianelli is a fee-only financial advisor at Whole Family Financial Services in Bothell, Washington, who holds the CFP credential. Deborah charges hourly fees and a percentage of assets ($250 an hour and 0.5%–1.25% a year of assets managed) and focuses on family wealth transfer, small business owners and divorce financial planning.
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Specialties
Who they serve
- Physicians
- Tech employees
- Pre-retirees
- Mid-life transitions
- Multi-generational families
- Divorced individuals
Facts
| Firm | Whole Family Financial Services |
|---|---|
| Based in | Bothell, Washington |
| Fee model | Hourly · Percentage of assets |
| Fees (firm's website) | $250 an hour · 0.5%–1.25% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $66.0M across 188 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2835104 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | wholefamilyfinancial.com |
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Questions about Deborah
Is Deborah Gianelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Deborah holds no broker registration, and Whole Family Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Deborah charge for financial advice?
Deborah charges hourly fees and a percentage of assets.
How much does Deborah charge?
According to Whole Family Financial Services's website, checked October 30, 2026: $250 an hour; 0.5%–1.25% a year of assets managed.
Where is Deborah Gianelli based?
Deborah Gianelli is based in Bothell, Washington.
What does Deborah specialize in?
Deborah's specialties include family wealth transfer, small business owners, divorce financial planning and retirement planning. Deborah works with physicians, tech employees, pre-retirees, mid-life transitions and multi-generational families.
What credentials does Deborah Gianelli hold?
Deborah Gianelli holds the CFP credential.
Is Deborah Gianelli registered with the SEC?
Yes. Deborah Gianelli is registered as an investment adviser representative in WA (CRD 2835104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Whole Family Financial Services manage?
Whole Family Financial Services reports $66.0M across 188 accounts in assets under management.
How do I contact Deborah Gianelli?
Through Deborah's website, wholefamilyfinancial.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
- Whole Family Financial Services 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.
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