Willard Bollenbach
Agate Pass Investment Management · Bainbridge Island, Washington
Willard Bollenbach is a fee-only financial advisor at Agate Pass Investment Management in Bainbridge Island, Washington, who holds the CFA credential. Willard charges a percentage of assets.
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Facts
| Firm | Agate Pass Investment Management |
|---|---|
| Based in | Bainbridge Island, Washington |
| Fee model | Percentage of assets |
| Assets under management | $336.0M across 320 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 6355963 |
| Exams passed | Series 63 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.agatepassinvestment.com |
| Profile |
How Willard's firm compares
- Agate Pass Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 320 accounts).
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Questions about Willard
Is Willard Bollenbach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Willard holds no broker registration, and Agate Pass Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Willard charge for financial advice?
Willard charges a percentage of assets.
Where is Willard Bollenbach based?
Willard Bollenbach is based in Bainbridge Island, Washington.
What credentials does Willard Bollenbach hold?
Willard Bollenbach holds the CFA credential.
Is Willard Bollenbach registered with the SEC?
Yes. Willard Bollenbach is registered as an investment adviser representative in WA (CRD 6355963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Agate Pass Investment Management manage?
Agate Pass Investment Management reports $336.0M across 320 accounts in assets under management.
How do I contact Willard Bollenbach?
Through Willard's website, www.agatepassinvestment.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
- Agate Pass Investment Management 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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