Bedrock Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$360,404
Clients
2
0% high-net-worth
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
2
Very LowAverage account size
$180,202
About
Bedrock Advisors is a fee‑only, state‑registered investment adviser that serves individuals, plan sponsors, corporations, trusts, and other business clients. The firm provides investment management, comprehensive financial planning (one‑time and ongoing), and employee benefit retirement plan services, and may recommend third‑party professionals as part of engagements.
The adviser emphasizes asset allocation consistent with Modern Portfolio Theory and uses a mix of mutual funds, ETFs, individual securities, and outside managers to implement portfolios; model portfolios and discretionary management services are available through a retained sub‑advisor. Clients receive periodic reviews and may impose reasonable account restrictions, while financial planning engagements can be project‑based or ongoing and include business, tax, and estate considerations.
What distinguishes the firm from many peers is the principal’s licensed CPA background and Personal Financial Specialist credential, and the firm’s delivery of accounting, tax preparation, and payroll services to business clients (provided for separate compensation and disclosed as a potential conflict). The practice also provides pension consulting and participant‑directed retirement plan advisory services—supported operationally by Buckingham Strategic Partners—which is a less common offering among solo independent advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business sale tax planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.40%
Hourly rate is $350/hour for additional financial planning services beyond the included hours.
Minimum fee: Investment Management fee is negotiable; One-Time Comprehensive Financial Plan fees range from $6,000 to $12,000; Ongoing Financial Planning fees range from $2,500 to $7,000 annually. Fee-only: Financial planning fees include Ongoing Financial Planning ($2,500–$7,000 annually) and One-Time Comprehensive Financial Plans ($6,000–$12,000). Fees are negotiable.
Main office location
Bedrock Advisors
22313 70 Th Ave W, Suite L2
Mountlake Terrace WA 98043, United States
Number of offices
1
Most active in
Bedrock Advisors 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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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