Satori Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,276,755
Clients
24
67% 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
24
TypicalAverage account size
$2,094,865
About
Satori Financial serves working professionals and individuals who are single or re-establishing their finances after divorce, with advisory services scoped to financial life planning, ongoing portfolio management, one-time financial plan reviews, and pre‑marital and divorce consulting. The firm operates on a fee‑only basis and provides discretionary portfolio management as part of its Financial Life Planning engagements.
The firm’s planning process starts with client values and life goals and seeks to align assets and cash flow to those priorities, combining investment management with active tax planning and coordination of risk‑management. Investment implementation emphasizes strategic asset allocation and passive, index‑based funds for long‑term portfolios, with adjustments made for client‑specific tax consequences and life‑stage needs.
Distinctive elements include a focused specialization in single clients and divorce‑related financial consulting (offered in tiered engagements for basic review, document organization, and settlement analysis) and credentials that support tax and divorce financial analysis (CFP, EA, CDFA held by the firm’s sole member). The firm is unusually small in client count relative to assets managed—roughly $50 million across about two dozen clients—which reflects a boutique, one‑advisor structure providing ongoing, personalized planning.
Client services
Financial planning
Portfolio management
Expertise
Divorce financial planning
Tax-loss harvesting
Passive / index investing
Occupation focus
Retired
Demographic focus
Divorced
Single Women
Fee options
Financial Plan Reviews: $3,500 ($2,900 for single clients) flat fee; Pre-marital and Divorce Consulting may be offered as flat fees with initial retainers of $1,000 to $2,500.
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
$400 per hour for pre-marital and divorce consulting engagements.
Fee-only: Fee-only financial planning and investment management services; no commissions or other compensation accepted.
Main office location
Satori Financial LLC
Seattle WA, United States
Number of offices
1
Most active in
Satori Financial LLC has reported serving >5 clients in these states in the last 12 months.
California · 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.
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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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