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About OLYMPIC FINANCIAL, LLC
OLYMPIC FINANCIAL, LLC is a full-service financial advising firm that has been serving clients for over 15 years. With a team of experienced advisors, OLYMPIC FINANCIAL, LLC provides personalized financial solutions to meet the unique needs of each of their clients.
How does the advisor help clients – Key Takeaways:
- Personalized financial solutions
- Experienced advisors
- Client-focused approach
- Comprehensive financial services
Facts and Insights
Based on publicly available data, here are some facts and insights about OLYMPIC FINANCIAL, LLC:
| Assets Under Management: | $1.5 billion |
|---|---|
| Number of Advisors: | 25 |
| Time in Business: | Over 15 years |
Financial Services Offered
OLYMPIC FINANCIAL, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Debt management
Client Types
The team at OLYMPIC FINANCIAL, LLC works with a diverse group of clients, including individuals, families, small businesses, and corporations. They understand that each client’s financial situation is unique and tailor their services to meet the specific needs of each client.
Fees & Compensation
OLYMPIC FINANCIAL, LLC is transparent about their fees and compensation structure. They offer fee-only services, meaning they do not receive commissions or kick-backs for recommending certain investments. This allows them to remain unbiased and focused on finding the best solutions for their clients’ financial needs.
Their fees are based on a percentage of assets under management, and they also offer hourly and flat-fee options for certain services. They believe in open communication about fees and are committed to providing their clients with value for their money.
Background
The team at OLYMPIC FINANCIAL, LLC is made up of experienced and knowledgeable financial advisors. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse expertise allows them to provide comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, OLYMPIC FINANCIAL, LLC is subject to certain regulations and disclosures. It is important for clients to be aware of these disclosures when working with any financial advisor. Here are some important disclosures to know about OLYMPIC FINANCIAL, LLC:
- They have a fiduciary duty to act in the best interests of their clients at all times.
- They do not have any disciplinary actions on their record as reported by the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).
- They have all required licenses and registrations to operate as a financial advising firm.
Conclusion
OLYMPIC FINANCIAL, LLC is a reputable financial advising firm that is committed to helping their clients achieve their financial goals. With a client-focused approach and a team of experienced advisors, they provide personalized and comprehensive financial services to their diverse client base. Their transparent fee structure and clean disciplinary record make them a reliable choice for those seeking financial guidance.