Northwest Investment Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Northwest Investment Advisors, Inc. provides individualized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically accepting accounts with a minimum of $25,000 and managing roughly 115 client relationships with about $45.3 million in reported assets. Services include advisory account management, project‑based planning engagements, and referrals to third‑party portfolio managers, including participation in a wrap‑fee program offered through Orion Portfolio Solutions.
The firm delivers advice almost exclusively on a non‑discretionary basis, using client profiles and fundamental analysis to tailor portfolios, permitting clients to restrict certain securities and scheduling regular reviews (monthly for management and quarterly for third‑party managed portfolios). When appropriate, NWIA selects and oversees outside managers rather than relying on a single pre‑determined model, and it provides reporting to clients via custodians and third‑party platforms.
Noteworthy distinctions include operating both as a registered broker‑dealer and as an investment adviser while also functioning as a licensed life and disability insurance agency, with adviser representatives who may receive sales‑based compensation for broker‑dealer transactions—arrangements the firm discloses as potential conflicts of interest. The brochure also discloses a prior disciplinary matter (a client complaint filed with FINRA in 2017 and finalized in 2018) and emphasizes that the firm’s reported advisory assets are managed on a non‑discretionary basis, features that are uncommon among comparable team firms.
Client services
Expertise
Fee options
Fixed fees negotiated per instance, ranges from $200 to $3,500 depending on service (e.g., budgeting, tax planning, education, retirement, estate planning, comprehensive financial planning)
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Commissions charged on transactional accounts through affiliated broker-dealer; equities $19/trade, fixed income $30/trade, mutual funds $20/trade
Hourly rate for services up to $200.00
Account minimum: $25,000 Fee-only: Annual fees based on tiered AUM schedule, negotiable; hourly rate $200 maximum; fixed fees negotiated per service, ranging from $200 to $3,500 depending on service
Main office
9 S Washington St, Suite 210
Spokane WA 99201, United States
Offices (4)
Most active in
California · Georgia · Montana · Washington
Also doing business as
Northwest Investment Advisors, Inc · Northwest Investment Advisors, Inc.
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Kevin B
Series 66
Great Falls, MT
Northwest Investment Advisors, Inc.
Kevin Burnett is a financial advisor at Northwest Investment Advisors, Inc. in Great Falls, MT, with 10 years of industry experience. He holds a Series 66 designation and has been with Northwest Investment Advisors since 2017. Outside of advising, Burnett owns a landscaping business and provides computer support and training through Clover Technologies, LLC. He is also a commissioned notary public for the state of Montana. Northwest Investment Advisors, Inc. offers investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients and uses a mix of fundamental analysis and varied investment strategies, generally operating on a non-discretionary basis with regular portfolio reviews.
Kenneth K
Series 63, Series 65
Lolo, MT
Northwest Investment Advisors, Inc.
Kenneth Kay is a financial advisor with Northwest Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns a proprietary molecular testing business and serves as a notary public. Northwest Investment Advisors, Inc. offers personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million across about 95 clients, using a combination of fundamental analysis and varied investment strategies, typically operating on a non-discretionary basis with monthly portfolio reviews.
Sean G
Series 63, Series 65
Missoula, MT
Northwest Investment Advisors, Inc.
Sean Grubb is a financial advisor at Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Northwest Investment Advisors since 2004. Northwest Investment Advisors, Inc. provides individualized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies, typically operating on a non-discretionary basis with monthly reviews.
Torrey H
Series 63, Series 65
Missoula, MT
Northwest Investment Advisors, Inc.
Torrey Holmquist is a financial advisor at Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Northwest Investment Advisors since 2008. Outside of his advisory work, Holmquist and his spouse own and manage a residential rental property. Northwest Investment Advisors, Inc. serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $45.3 million in assets across about 115 client relationships. The firm provides non-discretionary, tailored investment supervisory and financial planning services, including oversight of outside portfolio managers and regular client reviews.
Sandra M
Series 63, Series 65
Duluth, GA
Northwest Investment Advisors, Inc.
Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.
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