Pacific Crest Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Crest Financial Advisors, LLC provides personalized, fee-based financial planning and discretionary investment management to individuals, trusts, estates, small businesses, pension and profit‑sharing plans, and charitable organizations. The firm emphasizes comprehensive planning topics such as cash flow, tax and estate planning, education funding and retirement planning alongside portfolio oversight.
Investment programs use a strategic asset allocation with a core-and-satellite approach — passively managed index and ETF exposure as the core with selectively added active managers — and employ both fundamental and technical analysis to implement client-approved investment policy statements. The firm typically documents goals in written investment policy statements and, for clients who elect ongoing wealth management, makes a comprehensive financial planning engagement the initial step before assuming discretionary management.
Compared with many peers, Pacific Crest operates with a small advisory team managing assets for a limited number of clients, which supports more individualized relationship management and frequent, documented net worth and portfolio reviews. The firm is strictly fee-only (it does not accept commissions or product sales), does not vote client proxies (clients retain voting responsibility), and commonly engages other professionals only at the client’s direction.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.60% $1,000,001 - $5,000,000: 0.40% $5,000,001+: 0.20%
Project Related Engagements billed at $300/hour
Minimum fee: Annual planning fee of $500 per year (billed $125 quarterly) plus tiered AUM fees Fee-only: Comprehensive Financial Planning fees generally range from $4,000 to $6,000; Project Related Engagements billed at $300/hour
Main office
2828 Colby Avenue, Suite 405
Everett WA 98201
Advisors at this office
3
Most active in
California · Washington
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
Advisors at this firm
Darron K
Series 65
Everett, WA
Pacific Crest Financial Advisors, LLC
Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.
Erin E
CFP®, Series 63
Everett, WA
Pacific Crest Financial Advisors, LLC
Erin Eddins is a CFP® with 18 years of industry experience, currently serving as an advisor at Pacific Crest Financial Advisors, LLC. She has worked with United Capital Financial Advisers and is involved in merchandise sales at Climate Pledge Arena and volunteers at the Cascadia Art Museum. Pacific Crest Financial Advisors, LLC provides fee-based financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation using a core-and-satellite approach and focuses on comprehensive planning including cash flow, tax, estate, and retirement planning.
Alexander W
CFP®, Series 63, Series 65
Everett, WA
Pacific Crest Financial Advisors, LLC
Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.
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