Boone Wealth Advisors, LLC
Boone Wealth Advisors, LLC (CRD# 116682) is a financial advisory firm headquartered in Bellevue, WA. They manage $256,622,854 in 570 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management257MILLION
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Total Number of Accounts570ACCOUNTS
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Average Account Value$450,216
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
Ryan Alderfer (CRD# 5172171) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 15 years of experience in the finance industry. Ryan Alderfer 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.
Michael Boone (CRD# 1391875) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 37 years of experience in the finance industry. Michael Boone 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.
Sterling Monroe (CRD# 5921078) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 9 years of experience in the finance industry.
Shawn Nelson (CRD# 2773883) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 23 years of experience in the finance industry.