Advisor at Moulton Wealth Management, Inc
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Firm
Moulton Wealth Management, Inc
Location
Spokane Valley, WA 99216
Credentials
CFP®, Series 66
Industry experience
24 years
Donald Moulton is a CFP® with 24 years of industry experience and is a principal at Moulton Wealth Management, Inc. He has worked at the firm since 2008 and previously at Cetera Advisors LLC. In addition to his advisory role, he is involved in tax preparation through RTPS Income Tax Preparation, Inc. and reviews estate planning documents at Moulton Law Office. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a range of investment strategies tailored to client objectives and risk tolerances, manages accounts on a discretionary basis with periodic reviews, and offers retirement cash-flow planning and public educational seminars at no charge.
Based on Moulton Wealth Management, Inc
Based on Moulton Wealth Management, Inc
0.75% - 1.25% (varies by account, specifics in Wrap Brochure Appendix)
Account minimum: $350,000
420 N Evergreen Rd., Suite 100
Spokane Valley, WA 99216
Idaho · Texas · Washington
Moulton Wealth Management, Inc
2019 - Present (7 years)
Cetera Advisors LLC
2012 - 2020 (8 years)
Moulton Wealth Management, Inc
2008 - Present (18 years)
Rtps Income Tax Preperation, Inc.
2008 - Present (18 years)
Don Moulton, Sole Proprietor
2003 - Present (23 years)
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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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