Pacific Crest Financial Advisors, LLC

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Client assets under management

$79,806,453

Clients

44% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,400,113

About

Pacific Crest Financial Advisors, LLC provides personalized, fee-based financial planning and discretionary investment management to individuals, trusts, estates, small businesses, pension and profit‑sharing plans, and charitable organizations. The firm emphasizes comprehensive planning topics such as cash flow, tax and estate planning, education funding and retirement planning alongside portfolio oversight.

Investment programs use a strategic asset allocation with a core-and-satellite approach — passively managed index and ETF exposure as the core with selectively added active managers — and employ both fundamental and technical analysis to implement client-approved investment policy statements. The firm typically documents goals in written investment policy statements and, for clients who elect ongoing wealth management, makes a comprehensive financial planning engagement the initial step before assuming discretionary management.

Compared with many peers, Pacific Crest operates with a small advisory team managing assets for a limited number of clients, which supports more individualized relationship management and frequent, documented net worth and portfolio reviews. The firm is strictly fee-only (it does not accept commissions or product sales), does not vote client proxies (clients retain voting responsibility), and commonly engages other professionals only at the client’s direction.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 0.60% $1,000,001 - $5,000,000: 0.40% $5,000,001+: 0.20%

Project-based

Project Related Engagements billed at $300/hour

Other

Minimum fee: Annual planning fee of $500 per year (billed $125 quarterly) plus tiered AUM fees Fee-only: Comprehensive Financial Planning fees generally range from $4,000 to $6,000; Project Related Engagements billed at $300/hour

Main office location

Pacific Crest Financial Advisors, LLC

2828 Colby Avenue, Suite 405

Everett WA 98201, United States

Number of offices

Most active in

California · 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

Quick links

LinkedIn Website 425-609-3797

Advisors at this firm

Darron K

Series 65

Everett, WA

Pacific Crest Financial Advisors, LLC

Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.

General retirement planning Cash flow / budgeting

Erin E

CFP®, Series 63

Everett, WA

Pacific Crest Financial Advisors, LLC

Erin Eddins is a CFP® with 17 years of industry experience and is currently affiliated with Pacific Crest Financial Advisors, LLC. She has prior experience with United Capital Financial Advisers, LLC and is involved in merchandise sales at Climate Pledge Arena in Seattle. Eddins also volunteers at the Cascadia Art Museum in Edmonds. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite investment approach emphasizing passive index and ETF core holdings combined with selective active funds, and provides comprehensive financial planning and discretionary portfolio management.

General retirement planning Cash flow / budgeting

Alexander W

CFP®, Series 63, Series 65

Everett, WA

Pacific Crest Financial Advisors, LLC

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

General retirement planning Cash flow / budgeting

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