Jason Preti
Unleashed Financial LLC · Kirkland, Washington
Jason Preti is a fee-only financial advisor at Unleashed Financial LLC in Kirkland, Washington, who holds the CFP credential. Unleashed Financial LLC reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Unleashed Financial LLC |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $10.5M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5372695 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | unleashedfinancial.com |
| Profile |
How Jason's firm compares
- Unleashed Financial LLC's average account is about $85,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Jason
Is Jason Preti a fee-only financial advisor?
Yes. Jason Preti is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason's firm, Unleashed Financial LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Preti based?
Jason Preti is based in Kirkland, Washington.
What credentials does Jason Preti hold?
Jason Preti holds the CFP credential.
Is Jason Preti registered with the SEC?
Yes. Jason Preti is registered as an investment adviser representative in WA (CRD 5372695), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Unleashed Financial LLC manage?
Unleashed Financial LLC reports $10.5M across 124 accounts in assets under management.
How do I contact Jason Preti?
Through Jason's website, unleashedfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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