Narrative Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$0
About
Narrative Financial Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and private businesses. The firm directs portfolio trading through third‑party custodians and charges asset‑based advisory fees for managed accounts.
The adviser emphasizes strategic asset allocation and a largely long‑term, buy‑and‑hold approach using no‑load mutual funds and ETFs, with occasional use of bonds, CDs or annuities for fixed‑income allocations. Financial planning is developed from an extensive client questionnaire and delivered as a separate engagement, with planning billed on an hourly or fixed‑fee basis and client communications conducted electronically.
Distinctive features disclosed in the brochure include that the firm’s owner is a licensed insurance agent who may recommend and sell insurance products for commission, creating a potential conflict of interest that is disclosed to clients. The firm is newly registered and reported no assets under management as of the brochure date, and it participates on an advisor platform that provides technology and other services that can confer indirect economic benefits to the firm.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Annuities
Cash flow / budgeting
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001+: 0.50% annually
$450/hour for financial planning services
Fee-only: Financial planning services charged at $450/hour, with a maximum of $500 charged six months or more in advance.
Main office location
Narrative Financial Group
Washougal WA, United States
Number of offices
1
Most active in
Narrative Financial Group has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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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.
Forms ADV
Quick links
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