A complete list of active advisors currently associated with Scaled Finance LLC
Warmer can help you find a great advisor at Scaled Finance LLC or one who fits your needs even better.
Scaled Finance, LLC provides fee-only, project-based financial planning to individuals and high-net-worth individuals, delivering written plans that address goals, cash flow, retirement, college funding, estate planning, and risk management. The firm offers limited-scope, one-time engagements and may refer clients to unaffiliated third‑party professionals for implementation and specialized services. The firm frames investment recommendations using Modern Portfolio Theory and a preference for low-cost, passive asset-allocation solutions, but it does not provide ongoing investment management, does not exercise investment discretion, and does not custody client assets. Instead, clients are responsible for implementing recommended investments at a custodian of their choice, and the firm charges project/hourly planning fees rather than percentage-of-assets fees. Distinctive features include reporting $0 in discretionary and non‑discretionary assets under management and an explicit focus on planning topics such as employer stock and benefits optimization and college funding, supported by the principal’s CFP® and Certified College Financial Consultant credentials and prior corporate finance experience. The firm also publishes online educational content (YouTube and courses), which supplements its written planning engagements and is less common among solo, independent advisers.
To learn more about the advisors currently working at Scaled Finance LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Renton, WA
| 3
|
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