John Wilbourne
Occidental Asset Management · Bellevue, Washington
John Wilbourne is a fee-only financial advisor at Occidental Asset Management in Bellevue, Washington. John charges an ongoing planning fee (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Founders
- Tech employees
- Executives
- Ultra high net worth
Facts
| Firm | Occidental Asset Management |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.40B across 2,101 accounts |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 2426039 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | occidentalasset.com |
| Profile |
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Questions about John
Is John Wilbourne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Occidental Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges an ongoing planning fee.
How much does John charge?
According to Occidental Asset Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does John work with clients virtually?
Yes. Occidental Asset Management says on its website that it works with clients remotely.
Where is John Wilbourne based?
John Wilbourne is based in Bellevue, Washington.
What does John specialize in?
John's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and founders (pre-exit). John works with retirees, pre-retirees, multi-generational families, founders and tech employees.
Is John Wilbourne registered with the SEC?
Yes. John Wilbourne is registered as an investment adviser representative in CA, TX and WA (CRD 2426039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Occidental Asset Management manage?
Occidental Asset Management reports $1.40B across 2,101 accounts in assets under management.
How do I contact John Wilbourne?
Through John's website, occidentalasset.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
- Occidental Asset Management 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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