Firm
Northern Lights Advisors Inc.
Seattle, Washington
Fee-only
Northern Lights Advisors Inc. at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 123 individual clients, 51 of them high net worth.
- Its average account is about $764,000 (assets it manages divided by its 339 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | nlria.com |
| [email protected] | |
| Phone | (206) 203-6638 |
Northern Lights Advisors Inc. fees
Northern Lights Advisors Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $259 million |
| Individual clients | 72 |
| High-net-worth clients | 51 |
| Accounts managed | 339 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-133961) |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 167824 |