Unleashed Financial LLC logo

Unleashed Financial LLC

Updated today

Total assets under management

$8,153,916

Total clients

38

3% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

38

Average account size

$214,577

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

$1 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%

Project-based

$330 per hour (financial planning)

Other

Account minimum: $150,000 (can be waived at firm's discretion) Minimum fee: $5,000 per year (may be waived at discretion) Fee-only: Wealth Management and Financial Planning services are fee-only; no commissions received.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Unleashed Financial LLC

Kirkland WA, United States

Number of offices

1

Advisors at this firm

Jason P

CFP®

Kirkland, WA

Unleashed Financial LLC

Are you part of Generation X and feeling overwhelmed by the pressures of saving for retirement while balancing family responsibilities and career demands? Unleashed Financial LLC specializes in providing tailored financial solutions for Gen Xers like you to help ease those burdens. We understand the unique challenges you face, and we're here to help you navigate them: • Caring for aging parents? We factor that into your financial plan. • Supporting children? We'll help you balance their needs with your retirement goals. • Preparing for longer life expectancies and rising healthcare costs? We'll help you plan for these increasing expenses to ensure a comfortable retirement. That's why we offer a comprehensive suite of services designed to address these challenges head-on and benefit you directly: • Retirement Planning: Get a personalized roadmap that confidently guides you toward your financial goals. • Investment Management: Benefit from tailored strategies to grow and protect your assets, ensuring alignment with your financial goals. • Wealth Management: Experience complete financial well-being through our holistic solutions that integrate investment, financial planning, and risk management. As a fiduciary advisor, Unleashed Financial LLC is ethically bound to put your interests first. We operate with a transparent fee structure and no hidden costs, so you can trust that our advice is always in your best interest. Schedule a complimentary 30-minute consultation to discuss your needs and how we can help you secure your financial future. Let's work together to navigate the complexities of retirement planning and build a solid financial foundation for a comfortable and secure retirement.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Mid-Career Professionals Gen X (Born 1965-1980)
Warmer team member

Not sure where to start?

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Call (201) 292-4557

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