George Sisti
On Course Financial Planning · Woodinville, Washington
George Sisti is a fee-only financial advisor at On Course Financial Planning in Woodinville, Washington. George charges a percentage of assets and focuses on retirement planning.
Request an introduction to George →
Specialties
Facts
| Firm | On Course Financial Planning |
|---|---|
| Based in | Woodinville, Washington |
| Fee model | Percentage of assets |
| Assets under management | $77.8M across 118 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4835803 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oncoursefp.com |
| Profile |
How George's firm compares
- On Course Financial Planning's average account is about $660,000, from its Form ADV (assets managed divided by 118 accounts).
Request an introduction to George
Tell George a little about what you're looking for. George 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 George
Is George Sisti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and On Course Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a percentage of assets.
Where is George Sisti based?
George Sisti is based in Woodinville, Washington.
What does George specialize in?
George's specialties include retirement planning.
Is George Sisti registered with the SEC?
Yes. George Sisti is registered as an investment adviser representative in WA (CRD 4835803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does On Course Financial Planning manage?
On Course Financial Planning reports $77.8M across 118 accounts in assets under management.
How do I contact George Sisti?
Through George's website, www.oncoursefp.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
- On Course Financial Planning 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.