A&M Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A&M Advisory LLC provides financial planning and investment research services to individuals, couples and families and to accredited or sophisticated investors, offering tailored plans and specific investment recommendations rather than portfolio management or custody services. The firm is a sole‑member, state‑registered advisory business and, as of December 1, 2025, reported no active clients or assets under management.
The firm’s stated approach emphasizes client education and the development of personalized financial plans based on client data, goals and risk tolerance, and it uses both fundamental and technical analysis when conducting investment research. Fees are principally charged as fixed project fees or on an hourly basis (the brochure discloses a $150 hourly rate and plan fees quoted as flat amounts), and the firm generally refers clients to third‑party custodians or asset managers rather than exercising discretionary control.
Notable features include an affiliation with an insurance agency—its principal holds life/health/disability licenses and may receive commissions on insurance sales—and disclosed referral/finder‑fee arrangements for certain private market opportunities, including a tax‑shelter provider and a private credit fund. The firm highlights its networked access to private credit, private equity, real estate syndications and venture funds for accredited or high‑net‑worth clients, while maintaining limited active marketing, no custody of client assets and no discretionary authority.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee of $250 refundable deposit credited toward final cost of services.
Commissions from insurance policy sales and finder’s/referral fees for certain investment referrals disclosed to clients; commission rates not specified.
$150 per hour for financial planning and investment research. Additional consulting outside scheduled reviews charged $250 per hour with one hour minimum.
Account minimum: $500,000 Fee-only: Financial planning and investment research fees range from $600 to $3,000 based on client complexity; based on $150/hour rate. Upfront refundable deposit of $250 credited toward final bill.
Main office
Puyallup WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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