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Firm

American Northwest Advisory Services

Federal Way, Washington

Fee-only

American Northwest Advisory Services at a glance

  • One of 298 fee-only firms based in Washington in the Wellspent graph.
  • 5 advisors are listed here; 1 of 5 hold the CFP.
  • Its Form ADV reports 6 employees and 95 individual clients, 36 of them high net worth.
  • Its average account is about $435,000 (assets it manages divided by its 95 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Based inFederal Way, Washington
Websiteamericannw.com
Email[email protected]
Phone(253) 815-6564

American Northwest Advisory Services fees

American Northwest Advisory Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$41 million
Individual clients59
High-net-worth clients36
Accounts managed95
Employees6
Planning clients1-10
Registered withThe SEC (801-58004)
Financial planningOffered
Form ADV filedMarch 18, 2026
SEC recordCRD 110117

Advisors at this firm (5)