LifeFocus Financial Advisors, LLC

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Client assets under management

$81,681,390

Clients

100

36% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$816,814

Client services

Financial planning Portfolio management Pension consulting

Main office location

LifeFocus Financial Advisors, LLC

420 Wellington Ave, Suite 101

Walla Walla WA 99362, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

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.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 509-526-4521

Advisors at this firm

Seth D

Series 65

Walla Walla, WA

LifeFocus Financial Advisors, LLC

Seth Deal is a financial advisor with LifeFocus Financial Advisors, LLC in Walla Walla, WA, holding a Series 65 designation and two years of industry experience. Before joining LifeFocus in 2023, he worked in various roles including positions at Springbrook Software and BIAS Software. Outside of advising, Seth serves as a senior accountant for the City of Olympia. LifeFocus Financial Advisors, LLC is a small firm with two advisors that provides supported financial advisory services.

Robert D

Series 63

Walla Walla, WA

LifeFocus Financial Advisors, LLC

Robert Deal is a financial advisor with LifeFocus Financial Advisors, LLC in Walla Walla, WA, holding a Series 63 designation and 26 years of industry experience. He has been with LifeFocus Financial Advisors since 2005 and is also a CPA, dedicating a portion of his time to tax and accounting work. LifeFocus Financial Advisors is a supported firm with two advisors, serving clients through personalized financial planning and advisory services.

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