Olympic Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,246,278
Total clients
51
49% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$1,024,437
About
The firm provides investment management and financial planning to individuals (including high‑net‑worth clients), foundations, nonprofits and corporate clients. Services include continuous, tailored portfolio management and written financial plans that address cash flow, retirement, college savings, employee benefits and related goals.
Its investment approach blends fundamental analysis of issuers with a passive, asset‑allocation driven strategy, typically using index mutual funds and ETFs and occasionally a core‑and‑satellite structure with select active holdings. Portfolios are generally managed on a discretionary basis, reviewed at least quarterly, and emphasize long‑term allocation over market timing.
Compared with many peers, the firm’s client mix explicitly includes charitable organizations and foundations, and it notes the practice of retaining legacy positions in client portfolios for tax or fit reasons. Operationally it recommends a single custodian platform (recently moved to Altruist), does not aggregate block trades, and provides a basic financial plan plus quarterly consulting for clients who meet its account threshold.
Client services
Expertise
Fee options
$0 - $500,000: 0.85% $500,001+: 0.70%
Main office location
Olympic Financial Advisors, LLC
Port Townsend WA, United States
Number of offices
1
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
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