Joseph Fondahn
Fondahn CPA · Walla Walla, Washington
Joseph Fondahn is a fee-only financial advisor at Fondahn CPA in Walla Walla, Washington. Joseph focuses on tax planning and estate & legacy planning. Fondahn CPA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Fondahn CPA |
|---|---|
| Based in | Walla Walla, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50K across 1 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6003350 |
| Exams passed | Series 63 (2012) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fondahncpa.com |
How Joseph's firm compares
- Fondahn CPA's average account is about $50,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Joseph
Is Joseph Fondahn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fondahn CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Fondahn CPA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Fondahn based?
Joseph Fondahn is based in Walla Walla, Washington.
What does Joseph specialize in?
Joseph's specialties include tax planning and estate & legacy planning. Joseph works with retirees.
Is Joseph Fondahn registered with the SEC?
Yes. Joseph Fondahn is registered as an investment adviser representative in WA (CRD 6003350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fondahn CPA manage?
Fondahn CPA reports $50K across 1 accounts in assets under management.
How do I contact Joseph Fondahn?
Through Joseph's website, www.fondahncpa.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
- Fondahn CPA 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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