Washington Wealth Advisors

Wealth Management Firm in Ashburn, VA

Firm Info
Address: 44715 Brimfield Dr Suite 230, Ashburn, VA 20147, USA
Phone: (703) 584-2701

Firm Size
Assets Under Management: $248.8 million
# of Advisors: 4
# of Clients: 1,457
Client to Advisor Ratio: 364:1
Average Account Size: $170,728
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Washington Wealth Advisors, LLC Overview

Washington Wealth Advisors, LLC is a fee only registered investment advisory firm that offers investment advice to individuals and small businesses. Based in Falls Church, VA, the company has been in business since 2017 and is solely focused on providing investment advice to its clients. With a commitment to transparent and ethical fee only arrangements, Washington Wealth Advisors provides financial planning services and portfolio management to help clients achieve their investment goals. The firm also offers pension consulting services to help small businesses manage their retirement plans and meet their fiduciary obligations. With a deep expertise in the complexities of pension planning, the firm can provide advice on investment selection, documentation, and compliance, among other areas. Washington Wealth Advisors even helps clients select other advisors, leveraging its vast network to help clients find the right professionals to meet their needs. Washington Wealth Advisors, LLC is a trusted name in the world of registered investment advisory firms. By focusing solely on investment advice and offering transparent, fee only arrangements, the company has made a name for itself in the industry. Whether helping clients develop a long-term investment plan, managing investment portfolios, or providing guidance on pension plans, Washington Wealth Advisors is committed to helping clients achieve their goals.

WASHINGTON WEALTH ADVISORS, LLC is a comprehensive financial planning firm that serves a broad range of clients. The firm assists individuals and high net worth individuals with their investment planning, retirement planning, estate planning, tax planning, and risk management. They provide personalized advice tailored to each client's unique financial situation, goals, and risk tolerance. The firm's clients include business owners, professionals, executives, retirees, and families. When it comes to fee structures, WASHINGTON WEALTH ADVISORS, LLC offers a range of options based on the type of service provided. For asset management services, the firm typically charges a percentage of the client's assets under management (AUM) annually. This percentage may vary depending on the size of the client's portfolio and the complexity of the investment strategy. For financial planning services, the firm may charge hourly rates or fixed fees depending on the scope of the engagement. Clients can discuss fee structures with their advisor to determine the most appropriate option for their needs. The firm prides itself on being transparent about its fees and providing clients with a clear understanding of the costs associated with its services.

Typical Clients, Fee Structures & Investment Minimum

According to Washington Wealth Advisors' Part 2 Brochure, the firm does not specify an investment minimum. The brochure mentions various account types that they offer, including separately managed accounts and mutual fund wrap programs, but there is no mention of a minimum investment required to open these accounts. Therefore, it can be inferred that there is no investment minimum for clients interested in working with Washington Wealth Advisors.

How This Office Can Help Ashburn, VA Residents

Gelormini Financial is a trusted financial planning firm that assists clients in Los Altos, CA to achieve their financial goals. The team at Gelormini Financial understands the unique challenges that someone living in Los Altos, CA might face, such as the high cost of living and the fast-paced lifestyle. They offer a range of services such as investment management, retirement planning, insurance planning, and tax planning. For those who are in the high-tech industry in Los Altos, CA, Gelormini Financial provides specialized financial planning services to help them navigate the complex financial landscape of the industry. Additionally, for individuals who are approaching retirement, Gelormini Financial provides comprehensive retirement planning services, which includes analyzing social security benefits and identifying the best strategies for maximizing retirement income. With Gelormini Financial, clients in Los Altos, CA can rest assured that they are in good hands as they prepare for their financial future.

To view the Minimum Investment and Fee Schedule for Washington Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Washington Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Washington Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 44715 Brimfield Dr Suite 230, Ashburn, VA 20147, USA
Phone (703) 584-2701
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 300 NORTH WASHINGTON STREET, SUITE 101, FALLS CHURCH, VA 22046, United States

This firm has no other locations.


Disciplinary History

Washington Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.