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Selkirk Wealth Advisors, LLC

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Client assets under management

$178,257,803

Clients

164

37% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

55

Typical

Average account size

$1,086,938

About

Selkirk Wealth Advisors provides personalized comprehensive financial planning and discretionary investment management to individuals (including high net worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses, with a stated household account minimum of $750,000 and services captured in written agreements (Item 4; Item 7). The firm offers stand‑alone and ongoing planning engagements and may transition planning clients into discretionary asset management that invests in no‑load mutual funds, ETFs, individual stocks and bonds (Item 4).

Portfolios are customized and managed on a discretionary basis, using in‑house analysis and, when appropriate, Third‑Party Money Managers whose Form ADV materials are provided to clients; Selkirk monitors and rebalances accounts and may aggregate (block) trades for multiple client accounts to seek average execution (Item 4; Item 5; Item 12; Item 13). The brochure notes the firm distributes quarterly performance reports to clients upon request and provides clients with Third‑Party Money Manager disclosure brochures, which the firm uses in manager selection and monitoring (Item 13; Item 5).

Compared with many peers, Selkirk’s disclosure highlights operational and reporting practices that are less common: the firm discusses performance reporting and the delivery of Third‑Party manager ADV materials (which can include manager performance histories) to clients, explains block‑trading practices and potential custodian allocation/handling fees under Schwab, and documents use of equity‑related instruments including options (a type of derivative) in its list of investable securities (Item 13; Item 12; Item 8). The brochure also caps combined fees for Selkirk plus a Third‑Party Money Manager at 2.25% and discloses deemed custody through standing letters of authorization, operational details that may affect how clients receive reporting and trade execution.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Typical financial planning fixed fee $3,000, negotiable; flat fee option available for asset management

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.55% $10,000,001+: 0.40%

Project-based

$375/hour for financial planning, negotiable

Other

Account minimum: $750,000 Fee-only: Fixed financial planning fee typically $3,000, negotiable; hourly rate $375/hour, negotiable

Main office location

Selkirk Wealth Advisors, LLC

203 N Washington St, Suite 203

Spokane WA 99201, United States

Number of offices

2

Most active in

More info

Idaho · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 509-270-2886

Advisors at this firm

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user avatar

Eric S

CFP®, Series 66

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Sarah W

Series 65

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Debra B

Series 63, Series 65

Spokane, WA

Selkirk Wealth Advisors, LLC

Debra Bell is a financial advisor at Selkirk Wealth Advisors, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Mutual Advisors, LLC, Mutual Securities, Inc., and Cetera Advisor Networks LLC. In addition to her advisory role, she operates as an independent insurance agent specializing in long-term care and disability insurance. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses, managing approximately $207 million on a discretionary basis. The firm customizes portfolios using no-load mutual funds, ETFs, individual securities, and third-party money managers, with ongoing monitoring and reporting tailored to client needs.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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