John Chavez
Advisor at WaFd Wealth, Inc
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.
Advisor at WaFd Wealth, Inc
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
WaFd Wealth, Inc
Location
Seattle, WA 98161
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
John Chavez is a CFP®-certified financial advisor with WaFd Wealth, Inc. in Seattle, WA, bringing 31 years of industry experience, including a long tenure at Merrill from 1994 to 2025. He is the owner of two LLCs, Innovative Concepts & Design and Practice Perfect Golf Solutions, which support his entrepreneurial ventures and invention pursuits. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $348 million in client assets using tailored portfolios that incorporate ETFs, individual securities, and independent managers, supported by comprehensive financial planning and consulting services.
Based on WaFd Wealth, Inc
Based on WaFd Wealth, Inc
Financial planning and consulting fees fixed and/or hourly; fixed fees range from $10,000 to $50,000 depending on scope and complexity
$0+: 0.10% - 0.25% (non-discretionary consulting fees) $0+: 0.50% - 1.50% (discretionary management fees)
Certain supervised persons offer insurance products under separate commission-based arrangements
Financial planning services billed at $400 per hour with minimum 15 hours
Minimum fee: Financial planning services billed at $400/hour with a minimum of 15 hours per engagement (minimum $6,000) Fee-only: Fixed fees ranging from $10,000 to $50,000 for financial planning and consulting services; hourly fees of $400/hour with minimum 15 hours; fixed project-based retirement plan consulting fees up to $100,000 or 0.10% - 0.50% AUM based on services
1215 Fourth Avenue, Suite 2200
Seattle, WA 98161
Washington
WaFd Wealth, Inc
2025 - Present (1 year)
Merrill
1994 - 2025 (31 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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")