Fulcrum Wealth Advisors LLC- Financial Advisor Bellevue, WA

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About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions.

Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients.

Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.

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General Information

Firm Start Year

2013

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA - Corparate & Investment Management

Western Washington University
-September 1989

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.cetera.com/cetera-advisor-networks/clients#disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1880990/paladinregistry-Fulcrum-Wealth-Advisors,-LLC-detailed-disclosure.html

Disclaimer

Investment advisor representative of, and securities and investment advisory services offered through Cetera Advisors Networks LLC, member FINRA/SIPC, a broker-dealer, an investment advisor. Cetera is under separate ownership from any other named entity. Investment advisory services are also offered through Fulcrum Wealth Advisors, LLC. Fulcrum Wealth Advisors LLC is a registered investment advisor in the State of Washington.

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Paladin Advisors

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Fulcrum Wealth Advisors, LLC