# Elizabeth Sowle

> Elizabeth Sowle is a fee-only financial advisor at MarsJewett Financial Group in Bellevue, Washington. Elizabeth charges a percentage of assets and a flat fee or retainer (no asset minimum) and focuses on estate & legacy planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/elizabeth-sowle/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MarsJewett Financial Group
- **Based in:** Bellevue, Washington
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $901.4M across 2,115 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 4328630 (https://adviserinfo.sec.gov/individual/summary/4328630)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2001)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://marsjewett.com

## Frequently asked questions

### Is Elizabeth Sowle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and MarsJewett Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth charges a percentage of assets and a flat fee or retainer.

### How much does Elizabeth charge?

According to MarsJewett Financial Group's website, checked October 30, 2026: no asset minimum.

### Where is Elizabeth Sowle based?

Elizabeth Sowle is based in Bellevue, Washington.

### What does Elizabeth specialize in?

Elizabeth's specialties include estate & legacy planning, tax planning and small business owners.

### Is Elizabeth Sowle registered with the SEC?

Yes. Elizabeth Sowle is registered as an investment adviser representative in WA (CRD 4328630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MarsJewett Financial Group manage?

MarsJewett Financial Group reports $901.4M across 2,115 accounts in assets under management.

### How do I contact Elizabeth Sowle?

Through Elizabeth's website, marsjewett.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4328630): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.marsjewett.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.