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Fulcrum + Wealth Advisors, LLC - Financial Advisor in Bellevue, WA

Paladin Research Report For:

Fulcrum Wealth Advisors, LLC

AIF® CFP®
10940 NE 33rd Place
Suite #210
Bellevue, WA 98004
425-250-6280
Visit Website
https://www.fulcrumwa.com/

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.

See Disclosures

General Information

Firm Start Year
  • 2013
No. of Employees
  • 2-4
CRD#
  • 2536341
Firm CRD#
  • 13572
Name of Custodial Firm
  • TD AMERITRADE & PERSHING
States Licensed in
  • AZ, CA, MD, NV, NC, SC, OR, VA and WA.
Years of Experience in Financial Services
  • 30
Number of Years with Current Firm
  • 10
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Insurance Planning, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Tax Advice and Services, Estate Planning & Trusts, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®
Securities Licenses
  • Series 7, Series 31, Series 63, Series 65
Insurance and Annuity Licenses
  • Long Term Care, Variable Annuity, Variable Life, Life, Disability, Annuity

Firm Information

Firm's Number of Clients
  • 120+
Firm's Number of Planning Clients
  • 120+
Firm's Number of Managed Clients
  • 120+
Assets Managed by Firm
  • NTK

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
  • 1.25
Hourly Rate
  • $250.00

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

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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