Elizabeth Sowle
MarsJewett Financial Group · Bellevue, Washington
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.
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Specialties
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 |
| Assets under management | $901.4M across 2,115 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4328630 |
| Exams passed | Series 66 (2001) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | marsjewett.com |
How Elizabeth's firm compares
- MarsJewett Financial Group's average account is about $426,000, from its Form ADV (assets managed divided by 2,115 accounts).
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Questions about Elizabeth
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.
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
- MarsJewett Financial Group 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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