Tradewinds Capital Management

Tradewinds Capital Management at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 7 advisors are listed here; 2 of 7 hold the CFP.
• Its Form ADV reports 10 employees and 2,224 individual clients, 196 of them high net worth.
• Its average account is about $321,000 (assets it manages divided by its 2,268 accounts).

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

Facts

Tradewinds Capital Management fees

Tradewinds Capital Management 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

Advisors at this firm (7)

• Amy Brown

• Azita Simler

• Bryant Engebretson

  CFP · ChFC

• Christopher Lang

  CFA

• Donald Pence

• Justin Slagle

• Kyle Jackson

  CFP · ChFC