S Bean
Private Advisory Group · Redmond, Washington
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.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Redmond, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4206985 |
| Exams passed | Series 65 (2013) · Series 66 (2000) |
| Firm size | 31 employees |
| Disclosures | Reported; see the SEC record |
| Website | privateadvisory.com |
| Profile |
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Questions about S
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.
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
- Private Advisory Group 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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