Overview

Headquarters
Bellevue, WA
Total Firm Assets
$110 million
Average High-Net-Worth Client Portfolio Size
$1.7 million

Fee Disclosure

Source: PACIFIC FINANCIAL ADVISORS ADV PART 2A JUNE 2026 (2026-06-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 and above 0.85%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $45,500 0.91%
$10 million $88,000 0.88%
$50 million $428,000 0.86%
$100 million $853,000 0.85%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
72.74%
Number of High-Net-Worth Clients
48
Total Client Accounts
184
Discretionary Accounts
184

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
154160
  • PACIFIC FINANCIAL ADVISORS ADV PART 2A JUNE 2026 (2026-06-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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