Susanna Fraser
Asset One · Bellevue, Washington
Susanna Fraser is a fee-only financial advisor at Asset One in Bellevue, Washington. Susanna focuses on retirement planning. Asset One reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Asset One |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $982.5M across 3,056 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7928488 |
| Exams passed | Series 65 (2025) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.assetone.com |
| Profile |
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Questions about Susanna
Is Susanna Fraser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susanna holds no broker registration, and Asset One reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susanna charge for financial advice?
Susanna's firm, Asset One, reports charging a percentage of assets on its SEC Form ADV.
Where is Susanna Fraser based?
Susanna Fraser is based in Bellevue, Washington.
What does Susanna specialize in?
Susanna's specialties include retirement planning. Susanna works with retirees, pre-retirees and tech employees.
Is Susanna Fraser registered with the SEC?
Yes. Susanna Fraser is registered as an investment adviser representative in WA (CRD 7928488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset One manage?
Asset One reports $982.5M across 3,056 accounts in assets under management.
How do I contact Susanna Fraser?
Through Susanna's website, www.assetone.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
- Asset One 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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