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Northwest Investment Advisors, Inc.

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Client assets under management

$45,270,132

Clients

115

0% high-net worth

Advisors

5

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

23

Very Low

Average account size

$393,653

About

Northwest Investment Advisors, Inc. provides individualized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically accepting accounts with a minimum of $25,000 and managing roughly 115 client relationships with about $45.3 million in reported assets. Services include advisory account management, project‑based planning engagements, and referrals to third‑party portfolio managers, including participation in a wrap‑fee program offered through Orion Portfolio Solutions.

The firm delivers advice almost exclusively on a non‑discretionary basis, using client profiles and fundamental analysis to tailor portfolios, permitting clients to restrict certain securities and scheduling regular reviews (monthly for management and quarterly for third‑party managed portfolios). When appropriate, NWIA selects and oversees outside managers rather than relying on a single pre‑determined model, and it provides reporting to clients via custodians and third‑party platforms.

Noteworthy distinctions include operating both as a registered broker‑dealer and as an investment adviser while also functioning as a licensed life and disability insurance agency, with adviser representatives who may receive sales‑based compensation for broker‑dealer transactions—arrangements the firm discloses as potential conflicts of interest. The brochure also discloses a prior disciplinary matter (a client complaint filed with FINRA in 2017 and finalized in 2018) and emphasizes that the firm’s reported advisory assets are managed on a non‑discretionary basis, features that are uncommon among comparable team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning

Fee options

Fixed

Fixed fees negotiated per instance, ranges from $200 to $3,500 depending on service (e.g., budgeting, tax planning, education, retirement, estate planning, comprehensive financial planning)

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Commissions

Commissions charged on transactional accounts through affiliated broker-dealer; equities $19/trade, fixed income $30/trade, mutual funds $20/trade

Project-based

Hourly rate for services up to $200.00

Other

Account minimum: $25,000 Fee-only: Annual fees based on tiered AUM schedule, negotiable; hourly rate $200 maximum; fixed fees negotiated per service, ranging from $200 to $3,500 depending on service

Main office location

Northwest Investment Advisors, Inc.

9 S Washington St, Suite 210

Spokane WA 99201, United States

Number of offices

2

Most active in

California · Georgia · Montana · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kevin B

Series 66

Great Falls, MT

Northwest Investment Advisors, Inc.

Kevin Burnett is a financial advisor at Northwest Investment Advisors, Inc. in Great Falls, MT, with 10 years of industry experience. He holds a Series 66 designation and has been with Northwest Investment Advisors since 2017. Outside of advising, Burnett owns a landscaping business and provides computer support and training through Clover Technologies, LLC. He is also a commissioned notary public for the state of Montana. Northwest Investment Advisors, Inc. offers investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients and uses a mix of fundamental analysis and varied investment strategies, generally operating on a non-discretionary basis with regular portfolio reviews.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
user avatar

Kenneth K

Series 63, Series 65

Lolo, MT

Northwest Investment Advisors, Inc.

Kenneth Kay is a financial advisor with Northwest Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns a proprietary molecular testing business and serves as a notary public. Northwest Investment Advisors, Inc. offers personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million across about 95 clients, using a combination of fundamental analysis and varied investment strategies, typically operating on a non-discretionary basis with monthly portfolio reviews.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
user avatar

Sean G

Series 63, Series 65

Missoula, MT

Northwest Investment Advisors, Inc.

Sean Grubb is a financial advisor at Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Northwest Investment Advisors since 2004. Northwest Investment Advisors, Inc. provides individualized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies, typically operating on a non-discretionary basis with monthly reviews.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
user avatar

Torrey H

Series 63, Series 65

Missoula, MT

Northwest Investment Advisors, Inc.

Torrey Holmquist is a financial advisor with Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Northwest Investment Advisors since 2008. Outside of his advisory role, Holmquist and his spouse manage a single-family residential rental property. Northwest Investment Advisors provides investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $35.3 million across about 95 clients, tailoring portfolios through fundamental analysis and a mix of long-term, short-term, and trading strategies, typically operating on a non-discretionary basis.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
user avatar

Sandra M

Series 63, Series 65

Duluth, GA

Northwest Investment Advisors, Inc.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
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