A
A.T.B.N. Professional Limited Liability Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
A.T.B.N. pllc provides financial planning advice to individuals, couples, small business owners and people undergoing divorce, and offers second opinions on fee- and commission-based recommendations. The firm limits its services to planning and does not perform securities analysis, select investment products for clients, manage accounts, or custody client assets.
Advisory work is delivered by CFP practitioners who frame plans with a long‑term outlook and provide more detailed financial analyses only on written request. The firm bills planning work on an hourly basis rather than using percentage-of-assets fees and documents fee calculations in written invoices.
The firm’s brochure discloses that the principal also serves as an insurance agent and maintains insurance licenses, and that commissions for insurance or financial-service products may be received separate from planning engagements, which is uncommon among peer advisory firms. The firm also notes it provides pro bono planning for underserved clients and nonprofits and does not act as a broker, discretionary manager, or custodian.
Client services
Financial planning
Expertise
Divorce financial planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Demographic focus
Married/Couples/Partners
Fee options
$125.00 per hour for financial planning advice (currently waived for pro bono work).
Main office location
A.T.B.N. Professional Limited Liability Company
Edmonds WA, United States
Number of offices
1
Most active in
A.T.B.N. Professional Limited Liability Company has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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