Firm
Olympic Financial Advisors
Port Townsend, Washington
Fee-only
Olympic Financial Advisors at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 51 individual clients, 25 of them high net worth.
- Its average account is about $337,000 (assets it manages divided by its 155 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Port Townsend, Washington |
|---|---|
| Website | olympicfinancialadvisors.com |
| Phone | (360) 390-8613 |
Olympic Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"serving clients with a minimum of $500,000 in investible assets in Port Townsend and surrounding areas" source
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 |
|---|---|
| Assets managed | $52 million |
| Individual clients | 26 |
| High-net-worth clients | 25 |
| Accounts managed | 155 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 283975 |