A complete list of active advisors currently associated with Boone Wealth Advisors, LLC
Warmer can help you find a great advisor at Boone Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Boone Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Boone Wealth Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Bellevue, WA
| 19
| |
Bellevue, WA
| 40
| |
Bellevue, WA
| 13
| |
Bellevue, WA
| 26
|
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