Firm
Pacific Northwest Asset Management
Seattle, Washington
Fee-only
Pacific Northwest Asset Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 78 individual clients, 43 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 78 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 | pnwam.com |
| Phone | (206) 259-0575 |
Pacific Northwest Asset Management fees
Pacific Northwest Asset Management 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. 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 |
|---|---|
| Assets managed | $105 million |
| Individual clients | 35 |
| High-net-worth clients | 43 |
| Accounts managed | 78 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 172429 |