Financial Advocates Advisory Services, LLC is a related adviser based in Olympia. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Oregon and Washington.
Financial Advocates Advisory Services provides financial planning services, pension consulting services, and hourly consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Financial Advocates Advisory Services, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Financial Advocates Advisory Services is individuals with 10 clients and $0 of assets under management. Among the 1 most similar advisory firms, Financial Advocates Advisory Services has the highest percentage of individuals out of all clients.
None of the firm’s clients are foreign persons or businesses.
Financial Advocates Advisory Services doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Financial Advocates Advisory Services, LLC performs its advisory services is located at 1601 Cooper Point Rd Nw, Olympia, WA 98502, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 360-866-2345 or by fax 360-866-6920. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at impactbenefits.com.