Hallett Advisors

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Client assets under management

$149,979,108

Clients

293

17% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

147

Very High

Average account size

$511,874

About

Hallett Advisors serves individual clients — including high‑net‑worth households — as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and consulting, discretionary and non‑discretionary portfolio management, selection of third‑party managers, pension consulting, and expert‑witness services.

The firm customizes investment advice to each client’s stated objectives and risk tolerance, providing ongoing monitoring and periodic rebalancing while using both fundamental and technical analysis and a mix of long‑ and short‑term strategies. Hallett Advisors may recommend outside money managers and coordinates execution through custodians, and it advises clients to consult tax professionals because tax efficiency is not its primary investment objective.

What distinguishes the firm among its supported peers is its multi‑office footprint — operating through five or more offices — and its affiliation with another registered investment adviser via its parent company, arrangements the firm discloses when making recommendations. The firm also offers specialist services that are less common for similarly sized advisers, notably ERISA/pension consulting and retained expert‑witness engagements related to divorce planning and retirement plan matters.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Fee options

Percentage

Up to 1.00% annually (negotiable)

Commissions

Commission-based compensation may be earned by associated persons licensed as insurance agents from sales of insurance products; these commissions are separate and in addition to advisory fees.

Project-based

$350 per hour for financial planning, consulting, and expert witness services

Other

Fee-only: $350 per hour for financial planning and consulting services (non-negotiable)

Main office location

Hallett Advisors

1506 East First Street

Port Angeles WA 98362, United States

Number of offices

Most active in

California · Florida · Louisiana · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 360-457-6000

Advisors at this firm

James H

Series 63

Bellingham, WA

Hallett Advisors

James Hallett is a financial advisor at Hallett Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at Hallett Advisors since 2019, following 15 years at Hallett & Associates. Outside of advising, he serves as a board member of the Olympic Youth Center and has experience as a freelance writer for Olympic Publishing. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and consulting, utilizing both fundamental and technical analysis, and manages approximately $145 million in discretionary client assets across five offices.

General retirement planning

Jason W

Series 65

Port Angeles, WA

Hallett Advisors

Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.

General retirement planning

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