Todd Wathey
Hamrick Investment Counsel · Seattle, Washington
Todd Wathey is a fee-only financial advisor at Hamrick Investment Counsel in Seattle, Washington. Todd charges a percentage of assets (0.8% a year on the first tier of assets managed and a $500,000 asset minimum).
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Facts
| Firm | Hamrick Investment Counsel |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.8% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $299.2M across 312 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4717347 |
| Exams passed | Series 65 (2010) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hamrickinvestment.com |
How Todd's firm compares
- Hamrick Investment Counsel's average account is about $959,000, from its Form ADV (assets managed divided by 312 accounts).
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Questions about Todd
Is Todd Wathey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Hamrick Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd charges a percentage of assets.
How much does Todd charge?
According to Hamrick Investment Counsel's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Todd Wathey based?
Todd Wathey is based in Seattle, Washington.
Is Todd Wathey registered with the SEC?
Yes. Todd Wathey is registered as an investment adviser representative in WA (CRD 4717347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hamrick Investment Counsel manage?
Hamrick Investment Counsel reports $299.2M across 312 accounts in assets under management.
How do I contact Todd Wathey?
Through Todd's website, www.hamrickinvestment.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
- Hamrick Investment Counsel 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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