Advitica Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,071,280
Total clients
26
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$848,895
About
Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and related fiduciary roles (trustees or personal representatives). The firm offers comprehensive ongoing discretionary management, standalone hourly financial-planning consultations, and complimentary educational seminars and workshops; it reports $18,697,955 in assets under management as of January 1, 2025 and operates on a fee-only basis.
The firm's investment approach is evidence-based and grounded in Modern Portfolio Theory, using written Investment Policy Statements to guide allocations implemented mainly with no-load mutual funds, ETFs, cash instruments, and occasional bonds or CDs. Financial planning focuses on goals-based analysis and practical implementation details — including asset location, periodic rebalancing, and opportunistic tax-loss harvesting — and client instructions, constraints, and expectations are documented in a written planning agreement and IPS.
What distinguishes this firm from many peers is the regular offering of complimentary educational seminars and workshops presented as general, non‑personalized instruction (a feature relatively uncommon among independent advisers). The firm also uses a single preferred custodian (Charles Schwab) for client accounts, maintains a formal business-continuity and information-security program, and requires written client authorizations for discretionary management and fee deduction.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% annually (0.225% quarterly) $1,000,000 - $2,000,000: 0.80% annually (0.20% quarterly) $2,000,000 - $3,000,000: 0.60% annually (0.15% quarterly) $3,000,000+: 0.40% annually (0.10% quarterly)
$300 per hour for financial planning consulting services
Fee-only: Advitica is a fee-only firm; no commissions are accepted.
Main office location
Advitica Financial Planning LLC
Tenino WA, United States
Number of offices
2
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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