Narrative Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Narrative Financial Group is a small, state-registered advisory firm that works with individuals, high-net-worth clients, trusts, estates and private businesses, providing portfolio management and written financial planning. The solo advisor model delivers investment advice through a third-party custodian and charges advisory fees based on assets under management.
The firm’s investment approach centers on strategic asset allocation and diversification, primarily using no-load mutual funds and ETFs with a generally long-term, buy-and-hold orientation and periodic rebalancing; it offers both discretionary and non‑discretionary management as agreed with each client. Financial planning is produced from a detailed client questionnaire into a formal plan, and the firm requires electronic delivery of client documents and invoices.
A distinctive aspect of the firm is that the principal is a licensed insurance agent and Narrative may recommend and sell insurance and other financial products for commission in addition to advisory fees; the brochure discloses this conflict and states clients are not required to purchase products through the firm. The advisor also maintains an institutional relationship with its recommended custodian that provides technology and support services—benefits the firm cites for operations but that the firm discloses could create potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001+: 0.50% annually
May receive commissions from the sale of insurance products
$450 per hour for financial planning services
Main office
Washougal WA
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Narrative Financial Group · Narrative Financial Group LLC · Nfg, Narrative Financial, Narrative
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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