Emily Weed
Emerald Advisors · Bellevue, Washington
Emily Weed is a fee-only financial advisor at Emerald Advisors in Bellevue, Washington, who holds the CFP credential. Emily focuses on retirement planning and estate & legacy planning. Emerald Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Emerald Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $941.4M across 983 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA, WA · CRD 6682778 |
| Exams passed | Series 63 (2016) · Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | emeraldadv.com |
How Emily's firm compares
- Emerald Advisors's average account is about $958,000, from its Form ADV (assets managed divided by 983 accounts).
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Questions about Emily
Is Emily Weed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Emerald Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Emerald Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emily Weed based?
Emily Weed is based in Bellevue, Washington.
What does Emily specialize in?
Emily's specialties include retirement planning and estate & legacy planning.
What credentials does Emily Weed hold?
Emily Weed holds the CFP credential.
Is Emily Weed registered with the SEC?
Yes. Emily Weed is registered as an investment adviser representative in TX, VA and WA (CRD 6682778), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Emerald Advisors manage?
Emerald Advisors reports $941.4M across 983 accounts in assets under management.
How do I contact Emily Weed?
Through Emily's website, emeraldadv.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
- Emerald Advisors 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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