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Pacific Financial Advisors

Updated today

Client assets under management

$110,181,436

Clients

184

26% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

46

Typical

Average account size

$598,812

About

The firm serves individuals, trusts, estates and charitable organizations, offering discretionary portfolio management and financial planning tailored to each client. It also facilitates insurance and mortgage planning through affiliated entities and may recommend commission-based annuities and reverse-mortgage products when appropriate.

Investment management is discretionary and customized to client goals, using fundamental, technical and cyclical analysis across a mix of passive and active exposures, including stocks, ETFs, mutual funds, illiquid alternatives, options and margin strategies. Financial planning is available on fixed or hourly terms, accounts are reviewed at least quarterly, and the brochure notes a recent change to monthly billing in arrears.

What is noteworthy is that the firm’s principal is a licensed insurance agent and mortgage broker who spends a portion of time selling those products (and may receive commissions), and the adviser discloses affiliated insurance and mortgage entities that clients may use at separate cost. The ADV also contains a detailed section on performance-based fees and reporting procedures even though the principal states he does not currently receive performance-based compensation, and the firm operates with a sole shareholder/principal who also serves as the compliance officer.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Income planning General retirement planning Annuities Retirement income strategy Options & derivatives strategies

Fee options

Fixed

Negotiable fixed fees for financial planning services based on complexity and client needs

Percentage

$0 - $2,000,000: 1.0% - 2.00% $2,000,001+: 0.85% - 1.5%

Commissions

Insurance and mortgage planning services offered on commission basis set by carriers or lenders; separate from advisory fees.

Project-based

$250 per hour for financial planning services

Main office location

Pacific Financial Advisors

11400 Se 8 Th Av Se, Suite 460

Bellevue WA 98004, United States

Number of offices

2

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

Advisors at this firm

user avatar

Ross W

ChFC®, Series 63

Bellevue, WA

Pacific Financial Advisors

Ross Wolf is a financial advisor at Pacific Financial Advisors with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he owns Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc., which operate outside of investment services. Pacific Financial Advisors serves individuals, trusts, estates, and charitable organizations by offering discretionary portfolio management and financial planning customized to client goals. The firm integrates insurance and mortgage planning through affiliated entities and employs a mix of active and passive investment strategies across diverse asset classes.

Income planning General retirement planning Annuities Retirement income strategy Options & derivatives strategies
user avatar

Enzo V

Series 65

Bellevue, WA

Pacific Financial Advisors

Enzo Vinholi is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked in retail and hospitality roles and was involved with Like It Was Yesterday LLC. Pacific Financial Advisors serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning tailored to client goals. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and also facilitates insurance and mortgage planning through affiliated entities.

Income planning General retirement planning Annuities Retirement income strategy Options & derivatives strategies
user avatar

Isaac A

Series 65

Bellevue, WA

Pacific Financial Advisors

Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience in the financial services industry, including his current role at Pacific Insurance Advisors since 2019. Prior to this, he worked at Mod Pizza for one year and was a student from 2016 to 2018. Pacific Financial Advisors serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and also facilitates insurance and mortgage planning through affiliated entities.

Income planning General retirement planning Annuities Retirement income strategy Options & derivatives strategies
user avatar

Eldon H

CFP®, Series 63, Series 65

Bellevue, WA

Pacific Financial Advisors

Eldon Harsin is a CFP® professional with 39 years of industry experience, currently affiliated with Pacific Financial Advisors in Bellevue, WA. He has worked at Harsin Wealth since 2018 and has been associated with Commonwealth Financial Network since 2014. Outside of his advisory role, he co-owns Harsin Tax Planning, Inc., which provides tax preparation services. Pacific Financial Advisors serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning tailored to client goals. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and also facilitates insurance and mortgage planning through affiliated entities.

Income planning General retirement planning Annuities Retirement income strategy Options & derivatives strategies
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