Patricia Howe
Howe Financial Advisory · Seattle, Washington
Patricia Howe is a fee-only financial advisor at Howe Financial Advisory in Seattle, Washington, who holds the CFP credential. Howe Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Howe Financial Advisory |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.2M across 3 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 1163095 |
| Exams passed | Series 63 (1983) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Patricia's firm compares
- Howe Financial Advisory's average account is about $1.1 million, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Patricia
Is Patricia Howe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Howe Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Howe Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patricia Howe based?
Patricia Howe is based in Seattle, Washington.
What credentials does Patricia Howe hold?
Patricia Howe holds the CFP credential.
Is Patricia Howe registered with the SEC?
Yes. Patricia Howe is registered as an investment adviser representative in WA (CRD 1163095), 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 Howe Financial Advisory manage?
Howe Financial Advisory reports $3.2M across 3 accounts in assets under management.
How do I contact Patricia Howe?
Contact details aren't on file yet. Search for Howe Financial Advisory.
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
- 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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