Boone Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boone Wealth Advisors is a SEC‑registered advisory firm serving individuals (including high‑net‑worth clients), trusts, retirement plans and business entities; the firm manages about $506.8 million in assets for roughly 305 client relationships with a four‑advisor team. It offers comprehensive portfolio management and financial planning/consulting and participates in sponsored advisory programs, including wrap‑fee arrangements and multiple LPL‑sponsored model and managed account programs.
The firm delivers individualized, typically discretionary portfolio management with at least quarterly reviews and a multi‑meeting financial planning process that results in a written plan when requested. Investment solutions may include ETFs, mutual funds, individual stocks and bonds, allocations to independent money managers, and employ a mix of analytic methods (fundamental, technical, cyclical, charting); strategies range from long‑term holdings to short‑term trading, option writing, short sales and the use of margin/borrowing in managed accounts when appropriate.
Noteworthy compared with many peers, Boone Wealth sponsors a wrap fee program (a relatively uncommon practice for team firms) and explicitly authorizes borrowing/margin within separately managed accounts, which may affect portfolio construction and risk. The firm also offers algorithm‑based Guided Wealth Portfolios alongside traditional model portfolios through LPL, and maintains dual registrations that allow both fee and commission arrangements—conflicts the brochure discloses and describes procedures to manage.
Client services
Expertise
Fee options
Comprehensive Financial Plan: $2,500 to $7,500; Retirement Planning: $2,000 to $4,000; Retirement Community Analysis: $2,500
$0 - $99,999.99: 1.75% $100,000 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.25% $1,000,000 - $2,499,999.99: 1.0% $2,500,000 - $4,999,999.99: 0.90% $5,000,000+: Negotiable
Commissionable securities sales through LPL Financial; commissions and trails may be received
$125/hour to $1,000/hour depending on advisor
Fee-only: Hourly rates: $125/hour to $1,000/hour; Flat fees for financial plans: $2,000 to $7,500; Retirement Planning flat fee: $2,000 to $4,000; Retirement Community Analysis flat fee: $2,500
Main office
See office500 108th Ave NE, Suite 1840
Bellevue WA 98004
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Louisiana · Oregon · Texas · Washington
Also doing business as
Boone Wealth · Boone Wealth Advisors · Boone Wealth Advisors, LLC · Boone, Michael W. · Mw Bonne And Associates · Mw Boone And Associates · Mwboone & Associates, LLC · Mwboone And Associates, 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:
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.
Quick links
Advisors at this firm
Ryan A
CFP®, Series 66
Bellevue, WA
Boone Wealth Advisors, LLC
Ryan Alderfer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has been with Boone Wealth Advisors and LPL Financial since 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project started in 2023. Boone Wealth Advisors is an SEC-registered firm managing approximately $507 million in assets for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies including discretionary management, wrap-fee programs, and algorithm-based portfolios.
Sterling M
Series 66
Bellevue, WA
Boone Wealth Advisors, LLC
Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.
Shawn N
Series 66
Bellevue, WA
Boone Wealth Advisors, LLC
Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.
Michael B
CFP®, Series 63, Series 65
Bellevue, WA
Boone Wealth Advisors, LLC
Michael Boone is a CFP® with 40 years of industry experience and a founding advisor at Boone Wealth Advisors, LLC, where he has worked since 2018. He served a two-year sabbatical from 2016 to 2018. Boone is the founder and president of R120, a 501(c)(3) nonprofit involved in Christian charity work both domestically and overseas, and is also active in creative pursuits including photography and writing. Boone Wealth Advisors is a SEC-registered firm serving individuals, trusts, retirement plans, and business entities, managing approximately $506.8 million in assets across about 305 client relationships. The firm offers comprehensive portfolio management and financial planning, employing a mix of analytic methods and strategies including discretionary portfolio management and sponsored advisory programs.
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