Michael Emery
Leeward Financial Partners · Bellevue, Washington
Michael Emery is a fee-only financial advisor at Leeward Financial Partners in Bellevue, Washington, who holds the CFA credential. Michael focuses on equity compensation, estate & legacy planning and sustainable & impact investing. Leeward Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Leeward Financial Partners |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $401.5M across 607 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 4209308 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.leewardfp.com |
How Michael's firm compares
- Leeward Financial Partners's average account is about $661,000, from its Form ADV (assets managed divided by 607 accounts).
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Questions about Michael
Is Michael Emery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Leeward Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Leeward Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Emery based?
Michael Emery is based in Bellevue, Washington.
What does Michael specialize in?
Michael's specialties include equity compensation, estate & legacy planning and sustainable & impact investing.
What credentials does Michael Emery hold?
Michael Emery holds the CFA credential.
Is Michael Emery registered with the SEC?
Yes. Michael Emery is registered as an investment adviser representative in WA (CRD 4209308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Leeward Financial Partners manage?
Leeward Financial Partners reports $401.5M across 607 accounts in assets under management.
How do I contact Michael Emery?
Through Michael's website, www.leewardfp.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
- Leeward Financial Partners 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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