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
2 years
Robert Astin is a Series 65 licensed advisor with Pacific Wealth Advisory, LLC, based in Spokane Valley, WA. He has two years of experience in financial advising and also serves as an equity partner at Thrive CPA, PLLC, where he provides CPA services. Prior to his current roles, he worked at Green CPA, PLLC, Schweitzer Engineering Laboratories, and Ernst & Young, LLP. Pacific Wealth Advisory offers investment management, retirement plan advisory, and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and utilizes third-party sub-advisors and Forum Financial Management for operational support.
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
Pacific Wealth Advisory, LLC
2024 - Present (2 years)
Thrive CPA, PLLC
2021 - Present (5 years)
Green CPA, PLLC
2018 - 2021 (3 years)
Schweitzer Engineering Laboratories
2016 - 2018 (2 years)
CPA Exam Candidate
2016 - 2016 (1 year)
Ernst & Young, LLP
2015 - 2016 (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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