Hidden Cove Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$327,272,896
Clients
273
Advisors
7
of 7 employees
About
Hidden Cove Wealth Management advises individuals (including high-net-worth clients), trusts, and retirement plans, providing discretionary private wealth management, ongoing and one-time financial planning, and retirement plan consulting. The firm manages client assets through custodial accounts and offers services that range from portfolio management to implementation assistance for held-away accounts and plan fiduciary support.
The firm describes a tailored, fiduciary approach that combines ongoing portfolio management with written financial plans and periodic reviews, typically implementing diversified asset-allocation strategies informed by modern portfolio theory and manager selection. Portfolios may be managed directly or through recommended Independent Managers via SMAs and UMAs, and the firm monitors and rebalances accounts on an ongoing basis.
Notable distinctions disclosed in the brochure include an affiliation with an insurance agency and that certain associated persons are licensed to sell insurance and may receive commissions, a potential conflict of interest the firm acknowledges. The firm also requires clients to custody assets at Charles Schwab and/or Fidelity—relationships that provide the firm with technology and research benefits—and offers standalone financial planning engagements that can be materially higher than typical hourly work (up to $25,000), while maintaining a $2,500 minimum annual fee for wealth management rather than a stated account-size minimum.
Client services
Expertise
Fee options
Financial planning and consulting services fixed fees ranging from $1,500 to $25,000 depending on complexity
$0 - $999,999.99: 0.20% (Maintenance & Holding Accounts and Short Term Liquidity Accounts), 1.15% (Asset Management and Equity/Direct Indexed SMA Accounts), 0.48% (Fixed Income SMA Accounts) $1,000,000 - $2,999,999.99: 0.20% (Maintenance & Holding Accounts and Short Term Liquidity Accounts), 0.95% (Asset Management and Equity/Direct Indexed SMA Accounts), 0.45% (Fixed Income SMA Accounts) $3,000,000 - $5,999,999.99: 0.20% (Maintenance & Holding Accounts and Short Term Liquidity Accounts), 0.80% (Asset Management and Equity/Direct Indexed SMA Accounts), 0.42% (Fixed Income SMA Accounts) $6,000,000 - $9,999,999.99: 0.20% (Maintenance & Holding Accounts and Short Term Liquidity Accounts), 0.65% (Asset Management and Equity/Direct Indexed SMA Accounts), 0.38% (Fixed Income SMA Accounts) $10,000,000+: 0.18% (Maintenance & Holding Accounts and Short Term Liquidity Accounts), 0.50% (Asset Management and Equity/Direct Indexed SMA Accounts), 0.35% (Fixed Income SMA Accounts)
Up to $500 per hour for financial planning and consulting services
Minimum fee: Minimum annual fee of $2,500 for private wealth management services, may be waived Fee-only: Financial planning and consulting services offered as fixed fees ($1,500 - $25,000 annually) or hourly fees up to $500/hour
Main office
249 Winslow Way East, Suite 100
Bainbridge Island WA 98110
Advisors at this office
7
Most active in
Arizona · California · Colorado · Florida · Oregon · Texas · Washington
Also doing business as
Hidden Cove Wealth Management · Hidden Cove 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:
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
Ron E
Series 63, Series 65
Bainbridge Island, WA
Hidden Cove Wealth Management
Ron Elzig is a financial advisor at Hidden Cove Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. among other firms. He also serves as an insurance agent and acts as an industry expert witness for legal cases. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios and overseeing independent managers as fiduciaries.
Shane D
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Shane Dir is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Resources Investment Advisors, and Hornor, Townsend & Kent. Outside of his advisory role, he is the CEO and owner of an insurance agency, One Strategic Capital, where he manages staff and operations. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management combined with integrated financial planning and consulting, utilizing diversified portfolios and Independent Managers to serve several hundred client relationships.
Andrew T
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.
Jonathan M
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience and a Series 66 designation. He has worked at several firms, including Resources Investment Advisors, LLC, One Strategic Capital, Inc., and Hornor, Townsend & Kent, LLC. Outside of advising, he is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach that combines portfolio management with written financial plans and uses diversified asset-allocation strategies informed by modern portfolio theory.
Ashley G
Series 63, Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.
Chad B
Series 65
Bainbridge Island, WA
Hidden Cove Wealth Management
Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.
Jordan B
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.
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