Adair Wealth Management
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About
Adair Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations and corporations. The firm prepares written financial plans and tailors portfolio allocations to clients’ goals, risk tolerance and broader financial circumstances.
The firm’s investment process emphasizes asset allocation and periodic rebalancing, using ETFs, mutual funds and, when appropriate, individual securities to implement client strategies, and it serves as a fiduciary for retirement accounts. Adair Wealth also sponsors a wrap fee program (Adair Wealth Management Solutions) and generally operates with discretionary trading authority to execute its recommendations.
A firm principal maintains a separate real estate brokerage practice and typically receives commissions for residential real estate transactions; the firm discloses this affiliated‑business relationship to clients to address the potential conflict of interest. Sponsoring a wrap fee program is relatively uncommon among similar firms, and the adviser notes it does not impose a formal account minimum while retaining discretion to decline smaller portfolios.
Client services
Expertise
Fee options
$2,500 for financial planning services; $2,500 - $5,000 for consulting services
1.50%
up to $250 per hour for financial planning and consulting services
Main office
Bellevue WA
Advisors at this office
2
Most active in
Arizona · California · Texas · Washington
Also doing business as
Adair Wealth Management · Adair Wealth Management LLC
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Richard P
Series 65
Bellevue, WA
Adair Wealth Management
Richard Philipovich is a Series 65-licensed advisor with Adair Wealth Management in Bellevue, WA, where he has worked since 2022. He has four years of industry experience and previously worked at BNBuilders and Cornerstone General Contractors. Adair Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and other entities with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes customized plans and ongoing oversight, using asset allocation, periodic rebalancing, ETFs, mutual funds, and selective individual securities or third-party sub-advisors.
Wendy B
CFP®, Series 63, Series 66
Bellevue, WA
Adair Wealth Management
Wendy Britton is a Certified Financial Planner® with 25 years of industry experience. She has been with Adair Wealth Management since 2016, after a brief tenure at Northwest Asset Management. In addition to her advisory role, she is a licensed real estate broker in Washington, acting as a residential real estate agent. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing using ETFs, mutual funds, and individual securities, operating as a fiduciary for retirement accounts and sponsoring a wrap fee program.
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