Advisor at Eastsound Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eastsound Capital Advisors, LLC
Location
Eastsound, WA
Credentials
CFA®
Industry experience
13 years
Financial planning fees typically range from $750-$5,000 per plan; a more specific range of $1,500-$2,500 per plan is also noted
$150 to $500 per hour billed upon completion
Account minimum: $100,000
Heritage Capital Advisors
2021 - Present (5 years)
Concert Wealth Management, Inc.
2014 - 2017 (3 years)
Numetrix Capital, LLP
2014 - 2022 (8 years)
Concert Capital Management, Inc.
2014 - 2017 (3 years)
Eastsound Capital Advisors, LLC
2011 - Present (15 years)
Jeff & Jennifer Pietsch D.B.A. Orcas Moon Alpacas
2009 - Present (17 years)
Maple Park Management, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Is not active or affiliated with:
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.
Series 63, Series 65
Friday Harbor, WA
Northwest Asset Management
CFP®, Series 66
Ferndale, WA
Kestra Advisory
CFP®, Series 66
Ferndale, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 65
Friday Harbor, WA
Oppenheimer
Series 66
Ferndale, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 66
Friday Harbor, WA
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")