Pacific Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individuals, trusts, estates and charitable organizations. The firm tailors services to each client and manages accounts on a discretionary basis, with periodic reviews and combined household billing available.
The firm’s investment process draws on fundamental, technical and cyclical analysis and uses a range of strategies from long-term holdings to short-term trading, margin and option strategies. Portfolios may include passive and actively managed funds, illiquid alternatives, buffered ETFs and structured notes, and the firm may allocate assets to third‑party managers and pass those managers’ fees through to clients.
Notable distinctions include common ownership with an affiliated insurance agency and a mortgage brokerage, and the referral of clients to those affiliates for commission-based insurance and mortgage solutions—relationships the firm discloses as potential conflicts and says clients may decline. The adviser also discloses the use and purchase process for complex, less-liquid instruments such as structured notes and buffered ETFs, and has reported and addressed a prior 2012 consent order related to insurance appointments.
Client services
Expertise
Fee options
Standalone financial planning services offered on a negotiable fixed fee basis based on complexity and client needs.
$0 - $2,000,000: 1.0% Amount over $2,000,000+: 0.85%
Insurance planning and mortgage brokerage services offered on a commission basis; commissions set by insurance carriers and lenders; Pacific Financial Advisors receives no compensation for these services.
Main office
11400 SE 8th Av SE, Suite 460
Bellevue WA 98004
Advisors at this office
4
Most active in
Washington
Also doing business as
Pacific Financial Advisors · Pacific Financial Advisors, Inc. · Pacific Wealth Management, Inc · Wolf Wealth Management · Wolf Wealth Management, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, 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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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
Ross W
Series 63
Bellevue, WA
Pacific Financial Advisors
Ross Wolf is a financial advisor with Pacific Financial Advisors in Bellevue, WA, holding a Series 63 designation and 21 years of industry experience. He has been with Pacific Financial Advisors since 2010 and also owns Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc., which operate outside of investment services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of strategies, including long-term holdings, short-term trading, and alternative investments.
Isaac A
Series 65
Bellevue, WA
Pacific Financial Advisors
Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience with Pacific Insurance Advisors and previously worked at Mod Pizza. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, employing a variety of investment strategies that include fundamental, technical, and cyclical analysis. The firm uses both passive and actively managed funds as well as alternative investment instruments, tailoring services to each client’s needs.
Eli M
Series 65
Bellevue, WA
Pacific Financial Advisors
Eli Mizrahi is a financial advisor at Pacific Financial Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Retirement Wealth Advisors. Mizrahi is co-owner of NW Senior Resources and serves as chapter president for the American Financial Education Alliance, a nonprofit focused on providing unbiased financial education. Pacific Financial Advisors offers discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a range of investment strategies incorporating fundamental, technical, and cyclical analysis, and manages portfolios that may include passively and actively managed funds, illiquid alternatives, buffered ETFs, and structured notes.
Eldon H
CFP®, Series 63, Series 65
Bellevue, WA
Pacific Financial Advisors
Eldon Harsin is a financial advisor at Pacific Financial Advisors with 39 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Commonwealth Financial Network and LPL Financial, and he is owner of Harsin Wealth and co-owner of Harsin Tax Planning, where he offers tax preparation services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, utilizing a range of strategies from long-term holdings to short-term trading, and may include third-party managers.
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