Adair Wealth Management

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Client assets under management

$51,268,375

Clients

126

17% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$406,892

About

Adair Wealth Management manages roughly $51 million for about 126 clients and provides investment management, financial planning, and consulting services to individuals, high‑net‑worth clients and institutional entities such as pension plans, trusts, estates, charitable organizations, corporations and foundations. The firm accepts both discretionary and non‑discretionary accounts and discloses that it acts as a fiduciary when advising retirement plan and IRA assets.

The firm builds customized portfolios using asset allocation with ETFs, mutual funds and, when appropriate, individual securities or limited allocations to REITs, and it applies periodic rebalancing within predetermined ranges. Adair Wealth also conducts written financial planning and consulting engagements, may select third‑party sub‑advisors after due diligence, and provides ongoing account monitoring and reporting.

Noteworthy features that differentiate the firm from many peers include sponsorship of a wrap fee program (Adair Wealth Management Solutions) and an affiliation with a licensed real estate agent within the firm, a relationship the brochure identifies as creating a potential conflict of interest for Washington clients and addressed through disclosure. The brochure also highlights less common practices for a firm of this size, such as performing fair‑value pricing when custodial prices are unavailable and sharing fees with sub‑advisors selected to manage client strategies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting

Fee options

Fixed

Financial planning flat rate of $2,500; consulting flat fees range from $2,500 to $5,000

Percentage

1.50% annually (standard annual management fee, negotiable and may vary based on factors such as size of relationship, level of services, trading activity)

Project-based

Up to $250 per hour for financial planning and consulting services

Main office location

Adair Wealth Management

Bellevue WA, United States

Number of offices

Most active in

Arizona · California · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 206-607-9281

Advisors at this firm

Richard P

Series 65

Bellevue, WA

Adair Wealth Management

Richard Philipovich is a Series 65-licensed advisor with Adair Wealth Management in Bellevue, WA, where he has worked since 2022. He has four years of industry experience and previously worked at BNBuilders and Cornerstone General Contractors. Adair Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and other entities with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes customized plans and ongoing oversight, using asset allocation, periodic rebalancing, ETFs, mutual funds, and selective individual securities or third-party sub-advisors.

Cash flow / budgeting

Wendy B

CFP®, Series 63, Series 66

Bellevue, WA

Adair Wealth Management

Wendy Britton is a CFP® professional at Adair Wealth Management with 25 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Adair Wealth Management in 2016. In addition to her advisory role, she is a licensed real estate broker in Washington, acting as a residential real estate buying and selling agent. Adair Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm focuses on customized plans and ongoing oversight, utilizing asset allocation, ETFs, mutual funds, and selective individual securities or sub-advisors to construct portfolios.

Cash flow / budgeting

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