Advisor at Pacific Wealth Advisory, LLC
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Firm
Pacific Wealth Advisory, LLC
Location
Spokane Valley, WA 99206
Credentials
Series 65
Industry experience
7 years
Benjamin Green is a financial advisor at Pacific Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has served as managing partner and CPA at Thrive CPA, PLLC since 2021. His prior work includes roles at Green CPA, PLLC and Green Newton Jamison, LLP. Pacific Wealth Advisory provides investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and offers both discretionary and non-discretionary portfolio management.
Based on Pacific Wealth Advisory, LLC
Based on Pacific Wealth Advisory, LLC
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
$385 per hour
12121 E Broadway Ave, Bldg 5 A
Spokane Valley, WA 99206
Washington
Thrive CPA, PLLC
2021 - Present (5 years)
Pacific Wealth Advisory, LLC
2018 - Present (8 years)
Green CPA, PLLC
2018 - 2021 (3 years)
Sole Proprietor
2017 - 2017 (1 year)
Green Newton Jamison, LLP
2016 - 2017 (1 year)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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