Wendy Wyatt
Prentice Financial Planning · Olympia, Washington
Wendy Wyatt is a fee-only financial advisor at Prentice Financial Planning in Olympia, Washington. Wendy focuses on retirement planning, tax planning and estate & legacy planning. Prentice Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prentice Financial Planning |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $97.3M across 519 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8148276 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prenticefp.com |
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Questions about Wendy
Is Wendy Wyatt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and Prentice Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendy charge for financial advice?
Wendy's firm, Prentice Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Wendy charge?
According to Prentice Financial Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Wendy Wyatt based?
Wendy Wyatt is based in Olympia, Washington.
What does Wendy specialize in?
Wendy's specialties include retirement planning, tax planning and estate & legacy planning. Wendy works with retirees and pre-retirees.
Is Wendy Wyatt registered with the SEC?
Yes. Wendy Wyatt is registered as an investment adviser representative in WA (CRD 8148276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prentice Financial Planning manage?
Prentice Financial Planning reports $97.3M across 519 accounts in assets under management.
How do I contact Wendy Wyatt?
Through Wendy's website, www.prenticefp.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
- Prentice Financial Planning 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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