Onward Financial Advising LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals and high-net-worth clients, including business owners seeking help with business planning, employee benefits optimization, and estate or tax planning. It operates as a fee-only adviser and uses a mix of percentage-of-assets billing for portfolio management and fixed or project fees for planning engagements.
The firm’s investment process emphasizes asset allocation guided by Modern Portfolio Theory, combining passive ETFs and mutual funds with fundamental analysis and an intention to hold investments long term while permitting tactical short-term trades when warranted. Portfolios are tailored to each client’s risk tolerance and objectives, clients may impose written restrictions, and the adviser generally operates with limited discretionary trading authority for managed accounts.
Noteworthy for its scale and background, the recently formed firm manages a very small asset base (about $6,570) across a handful of clients and is led by a CFP-designee with an engineering and corporate engineering-management background, which informs its work with technical professionals and owner-operators. The firm does not aggregate client trades into block orders, recommends an institutional Schwab custody platform (and receives related support services), and leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for project-based financial planning range from $1,375 to $11,000; initial financial planning fee ranges from $2,750 to $8,800.
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,000+: 0.80%
Hourly rate is $275 per hour for financial planning services.
Ongoing financial planning charged as a recurring fixed fee ranging from $825 to $1,650 quarterly, based on hourly rate of $275.
Fee-only: Firm is fee-only; compensation is solely from client fees, no commissions.
Main office
Sammamish WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Onward Financial Advising · Onward Financial Advising 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 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
Quick links
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