Auxano Advisors

Auxano Advisors (CRD# 145179) is a financial advisory firm headquartered in Bellevue, WA. They manage $398,900,000 in 898 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $444,209
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, TX, WA

Financial Advisors at Auxano Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Peter W. Cline
CRD#: 1690570
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004
96
Wealthminder
score

Peter Cline (CRD# 1690570) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 29 years of experience in the finance industry. Peter Cline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alexander K. Lee
CRD#: 2220618
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004
96
Wealthminder
score

Alexander Lee (CRD# 2220618) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 24 years of experience in the finance industry. Alexander Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dwight S. Whiting
CRD#: 4904938
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004
93
Wealthminder
score

Dwight Whiting (CRD# 4904938) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 11 years of experience in the finance industry.

4
Kimberlee J. Rankin
CRD#: 6121238
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004
90
Wealthminder
score

Kimberlee Rankin (CRD# 6121238) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has 1 year of experience in the finance industry. Kimberlee Rankin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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