Selkirk Wealth Advisors, LLC
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About
Selkirk Wealth Advisors provides personalized comprehensive financial planning and discretionary investment management to individuals (including high net worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses, with a stated household account minimum of $750,000 and services captured in written agreements (Item 4; Item 7). The firm offers stand‑alone and ongoing planning engagements and may transition planning clients into discretionary asset management that invests in no‑load mutual funds, ETFs, individual stocks and bonds (Item 4).
Portfolios are customized and managed on a discretionary basis, using in‑house analysis and, when appropriate, Third‑Party Money Managers whose Form ADV materials are provided to clients; Selkirk monitors and rebalances accounts and may aggregate (block) trades for multiple client accounts to seek average execution (Item 4; Item 5; Item 12; Item 13). The brochure notes the firm distributes quarterly performance reports to clients upon request and provides clients with Third‑Party Money Manager disclosure brochures, which the firm uses in manager selection and monitoring (Item 13; Item 5).
Compared with many peers, Selkirk’s disclosure highlights operational and reporting practices that are less common: the firm discusses performance reporting and the delivery of Third‑Party manager ADV materials (which can include manager performance histories) to clients, explains block‑trading practices and potential custodian allocation/handling fees under Schwab, and documents use of equity‑related instruments including options (a type of derivative) in its list of investable securities (Item 13; Item 12; Item 8). The brochure also caps combined fees for Selkirk plus a Third‑Party Money Manager at 2.25% and discloses deemed custody through standing letters of authorization, operational details that may affect how clients receive reporting and trade execution.
Client services
Expertise
Fee options
Typical financial planning fixed fee $3,000, negotiable; flat fee option available for asset management
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.55% $10,000,001+: 0.40%
$375/hour for financial planning, negotiable
Account minimum: $750,000 Fee-only: Fixed financial planning fee typically $3,000, negotiable; hourly rate $375/hour, negotiable
Main office
203 N Washington St, Suite 203
Spokane WA 99201
Advisors at this office
3
Most active in
Idaho · Texas · 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.
Quick links
Advisors at this firm
Eric S
Verified by Warmer
CFP®, Series 66, Series 63
Spokane, WA
Selkirk Wealth Advisors, LLC
Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.
Sarah W
Verified by Warmer
Series 65, CFP®
Spokane, WA
Selkirk Wealth Advisors, LLC
Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.
Debra B
Series 63, Series 65
Spokane, WA
Selkirk Wealth Advisors, LLC
Debra Bell is a financial advisor at Selkirk Wealth Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mutual Securities, Inc., Mutual Advisors, LLC, and Cetera Wealth Services, LLC. In addition to her advisory role, she operates as an independent insurance agent specializing in long-term care and disability insurance. Selkirk Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages customized portfolios using in-house analysis and third-party money managers, offers detailed performance reporting, and employs operational practices such as block trading and disclosure of third-party manager materials.
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