Pacific Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,740,735
Clients
42
Advisors
3
of 3 employees
About
Pacific Wealth Advisory serves individual and high‑net‑worth clients as well as business entities and retirement plans, offering discretionary and non‑discretionary asset management, ERISA plan services, and financial planning and consulting. Client relationships include ongoing portfolio management and tailored plan-level services for qualified retirement plans.
The firm’s investment approach is grounded in Modern Portfolio Theory and long‑term asset allocation, constructing model portfolios across five broad mandates (Income through Aggressive Growth). Portfolios primarily use institutional asset‑class mutual funds—notably Dimensional Fund Advisors vehicles—and are implemented and monitored with support from a third‑party service provider for account administration and trading.
Distinctive features disclosed in the brochure include an affiliated CPA practice (Thrive CPA, PLLC) operated by the firm’s principal, with substantial time devoted to those accounting activities; this relationship and its potential conflicts are acknowledged and managed through disclosures and procedures. The firm also recently added ERISA 3(38) discretionary fiduciary services for retirement plans and outsources back‑office/trading functions to Forum Financial Management, a provider the firm compensates directly rather than billing clients for those services.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
$385 per hour
Main office
12121 E Broadway Ave, Bldg 5 A
Spokane Valley WA 99206
Advisors at this office
3
Most active in
Idaho · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Benjamin G
Series 65
Spokane Valley, WA
Pacific Wealth Advisory, LLC
Benjamin Green is a financial advisor at Pacific Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has served as managing partner and CPA at Thrive CPA, PLLC since 2021. His prior work includes roles at Green CPA, PLLC and Green Newton Jamison, LLP. Pacific Wealth Advisory provides investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and offers both discretionary and non-discretionary portfolio management.
Ryan R
Series 65
Spokane Valley, WA
Pacific Wealth Advisory, LLC
Ryan Robinson is a financial advisor with Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 designation and two years of industry experience. He is also an equity partner at Thrive CPA, PLLC, where he provides accounting services. Robinson’s prior experience includes roles at Stauffer & Associates, PLLC and Butler, Robinson & Associates PS CPAs. Pacific Wealth Advisory offers investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing diversified mutual funds and relying on third-party sub-advisors and operational support.
Robert A
Series 65
Spokane Valley, WA
Pacific Wealth Advisory, LLC
Robert Astin is a financial advisor at Pacific Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has a background in accounting, serving as an equity partner at Thrive CPA, PLLC. Astin’s experience includes roles at Green CPA, PLLC and Schweitzer Engineering Laboratories. Pacific Wealth Advisory serves individual and high-net-worth clients, business entities, and retirement plans, providing discretionary and non-discretionary asset management, ERISA plan services, and financial planning. The firm employs a Modern Portfolio Theory-based investment approach, using institutional asset-class mutual funds and model portfolios across five mandates.
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