Onward Financial Advising LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,570
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,314
About
The firm is a fee‑only registered investment adviser that provides investment management, comprehensive financial planning, and tax return preparation primarily for individual and high‑net‑worth clients. Services include discretionary portfolio management, project‑based and ongoing planning engagements, and referrals to unaffiliated third‑party professionals when needed.
Its investment process centers on asset allocation and Modern Portfolio Theory, combining passive ETF/mutual fund exposures with fundamental analysis and a long‑term holding orientation. To implement strategies and scale oversight, the firm routinely uses third‑party model portfolios and may engage Outside Managers for day‑to‑day management while retaining responsibility for model selection and periodic review.
Noteworthy aspects include the firm’s recent formation and very small scale — as of December 31, 2024 it reported approximately $5,344 in assets under management and served a single client — and that the principal maintains a full‑time engineering role that occupies most trading hours, a disclosed operational constraint. The firm also provides in‑house tax preparation and explicitly documents use of outside managers and a model platform, with written disclosures and a Code of Ethics to address related conflicts.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $1,375 to $11,000.
$0 - $1,000,000: 0.45% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,000+: 0.80%
Hourly rate of $275 used to calculate financial planning fees.
Fee-only: Financial Planning fees: Initial fee $2,750 to $8,800 based on $275/hour; Ongoing Financial Planning fixed fee range $825 to $1,650 quarterly; Project-Based Financial Planning fixed or hourly fee $1,375 to $11,000 based on $275/hour.
Main office location
Onward Financial Advising LLC
Sammamish WA, United States
Number of offices
1
Most active in
Onward Financial Advising LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
-
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.
-
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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