Kyarsip Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kyarsip Financial Advisors provides personalized financial and retirement planning and investment management for individuals and families, as well as trusts, estates and qualified retirement plans. The firm operates on a fee‑only basis and offers both asset‑based ongoing management and hourly or project‑based financial planning engagements.
Investment programs are implemented via written investment policy statements and typically use no‑load mutual funds, exchange‑traded funds and individual securities, with tax considerations informing asset allocation. All client assets are managed on a non‑discretionary basis, so trades are implemented only with client approval and trading decisions are handled on an individualized, tax‑aware basis rather than through aggregated block trading.
The firm is run by a single, CFP®‑credentialed adviser who also performs account review and compliance duties without additional advisory staff. Distinctive operational features include a refusal to accept commissions or referral fees, use of custodial platforms such as Schwab Advisor Services for custody and reporting, and a practice of leaving proxy voting and final trade authorization to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
$360 per hour, billed in ten minute increments.
Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Kyarsip Financial Advisors · Kyarsip Financial Advisors LLC · Kyarsip, Geleg W
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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