Physician Advising LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,900,000
Clients
28
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
28
TypicalAverage account size
$353,571
About
Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The solo advisor manages approximately $9.9 million on a discretionary basis for about 28 clients.
The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold passive indexing strategy, using index mutual funds and ETFs to build diversified, low-turnover portfolios. Investment management is offered as a fixed-fee service tied to clients who engage in hourly financial planning (hourly planning is billed at $300 per hour), and the adviser accepts discretionary authority to implement the agreed strategy.
Distinctive features include the firm’s avoidance of percentage-of-assets-under-management fees—investment management is described in the brochure as a fixed-fee service available only to clients with an active hourly planning agreement—which is uncommon among independent advisors. The firm also does not accept custody, does not participate in wrap fee or performance-based programs, and recommends Vanguard as the client’s custodian, reflecting a specific operational and compensation model different from many peers.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Debt management
Cash flow / budgeting
General estate planning guidance
Occupation focus
Doctor or Medical Professional
Fee options
Investment Management Fee offered at a fixed fee of $0 per period (available only to clients engaged in an active Hourly Financial Planning Agreement)
$300 per hour
Fee-only: $300 per hour (hourly financial planning fee)
Main office location
Physician Advising LLC
Newport WA, United States
Number of offices
1
Most active in
Physician Advising LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas · 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:
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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.
-
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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