# S Bean

> S Bean is a fee-only financial advisor at Private Advisory Group in Redmond, Washington. S focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/s-bean/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Private Advisory Group
- **Based in:** Redmond, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $2.14B across 3,217 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families
- **CRD:** 4206985 (https://adviserinfo.sec.gov/individual/summary/4206985)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2013), Series 66 (2000)
- **Firm size:** 31 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://privateadvisory.com

## Frequently asked questions

### Is S Bean a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: S holds no broker registration, and Private Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does S charge for financial advice?

S's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is S Bean based?

S Bean is based in Redmond, Washington.

### What does S specialize in?

S's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. S works with founders, executives and multi-generational families.

### Is S Bean registered with the SEC?

Yes. S Bean is registered as an investment adviser representative in WA (CRD 4206985), 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 Private Advisory Group manage?

Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.

### How do I contact S Bean?

Through S's website, privateadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4206985): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.privateadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.