Unleashed Financial LLC logo

Unleashed Financial LLC

Updated today

Client AUM

$10,480,436

Clients

33

Advisors

1

of 1 employees

About

Unleashed Financial serves individual and high‑net‑worth clients with ongoing wealth management, financial planning, and discretionary portfolio management. The firm also recommends and helps place clients with third‑party managers and algorithmic investment platforms, and provides periodic written financial plans and reviews.

The firm’s investment approach emphasizes passive portfolio construction and diversification across asset classes and investment styles, with strategic and occasional tactical allocation decisions informed by fundamental and technical analysis. It also integrates algorithmic/robo‑advisor portfolios and, notably, employs options and other derivatives (including covered‑call strategies) within separately managed accounts, disclosing the specific risks and monitoring associated with those instruments.

What distinguishes the firm from many solo independent advisers is the combination of low‑cost, passive ETF-based construction and the use of third‑party algorithmic managers alongside derivative overlays in client accounts — an approach that blends automated portfolio management with active risk‑management tools. The firm’s client engagements begin with detailed documentation and ongoing monitoring, and it accepts written client restrictions on investments when appropriate.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Percentage

$1 - $1,000,000: 1.00% annually $1,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.25% annually

Project-based

$330.00 per hour for Financial Planning

Main office

Kirkland WA

Advisors at this office

1

Most active in

Washington

Also doing business as

Preti, Jason D · Unleashed Financial · Unleashed Financial LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Jason P

CFP®

Kirkland, WA

Unleashed Financial LLC

Are you part of Generation X and feeling overwhelmed by the pressures of saving for retirement while balancing family responsibilities and career demands? Unleashed Financial LLC specializes in providing tailored financial solutions for Gen Xers like you to help ease those burdens. We understand the unique challenges you face, and we're here to help you navigate them: • Caring for aging parents? We factor that into your financial plan. • Supporting children? We'll help you balance their needs with your retirement goals. • Preparing for longer life expectancies and rising healthcare costs? We'll help you plan for these increasing expenses to ensure a comfortable retirement. That's why we offer a comprehensive suite of services designed to address these challenges head-on and benefit you directly: • Retirement Planning: Get a personalized roadmap that confidently guides you toward your financial goals. • Investment Management: Benefit from tailored strategies to grow and protect your assets, ensuring alignment with your financial goals. • Wealth Management: Experience complete financial well-being through our holistic solutions that integrate investment, financial planning, and risk management. As a fiduciary advisor, Unleashed Financial LLC is ethically bound to put your interests first. We operate with a transparent fee structure and no hidden costs, so you can trust that our advice is always in your best interest. Schedule a complimentary 30-minute consultation to discuss your needs and how we can help you secure your financial future. Let's work together to navigate the complexities of retirement planning and build a solid financial foundation for a comfortable and secure retirement.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Mid-Career Professionals Gen X (Born 1965-1980)
View complete list of advisors at this firm
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