Advisor at Comprehensive Wealth Management
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Firm
Comprehensive Wealth Management
Location
Lynnwood, WA 98037-4757
Credentials
Series 66
Industry experience
5 years
Sophie Thilenius is a financial advisor at Comprehensive Wealth Management with five years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Moneta, and Saturna Capital Corporation. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm uses proprietary model suites and data-driven tactical allocations, offering services such as Direct Indexing and ongoing portfolio monitoring.
Based on Comprehensive Wealth Management
Based on Comprehensive Wealth Management
Fixed fees may apply for certain financial planning or consultation services beyond general scope
0.5% - 2% annually (blended tiered rate based on asset levels)
Insurance commissions received by investment advisor representatives for insurance product sales
Hourly charges may apply for advice on matters not involving securities or beyond general financial planning scope
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,750, which may be reduced or waived at discretion
3500 188 Th St Sw, Suite 102
Lynnwood, WA 98037-4757
Washington
Independent Financial Group, LLC
2023 - Present (3 years)
Comprehensive Wealth Management
2023 - Present (3 years)
Full time Student
2023 - 2023 (1 year)
Moneta
2022 - 2023 (1 year)
Morgan Stanley
2020 - 2022 (2 years)
Saturna Brokerage Services
2019 - 2020 (1 year)
Saturna Capital Corporation
2018 - 2020 (2 years)
Saturna Brokerage Services
2018 - 2019 (1 year)
NA
2018 - 2018 (1 year)
George K. Baum & Company
2017 - 2018 (1 year)
Wood River Energy
2017 - 2017 (1 year)
Avery Brewing Company
2015 - 2017 (2 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.
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.
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.
Series 66
Everett, WA
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Series 63, Series 65
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Waterhill Capital, LLC
Series 65
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Shai Weinbaum Investment Management
CFA®
Kirkland, WA
Lakeside Financial Inc.
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
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