Wayfinding Financial, Llc
Lynnwood, Washington
5.0
1 Review
Hallett Advisors is a reputable local investment advisory firm headquartered in Port Angeles, WA. With three strategically located offices, they offer comprehensive investment advisory services to a diverse client base. Comprising a team of six skilled professionals, Hallett Advisors boasts a collective expertise in managing assets totaling an impressive $110,917,000. Their client-centric approach is reflected in their compensation structure, which includes various options such as a percentage of assets under management and hourly charges. Hallett Advisors has built a solid reputation for their proficiency in handling employer 4...
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Assets Under Mgmt

$248M

Investment Professionals

6

Locations

0

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.