Boone Wealth Advisors, LLC

Boone Wealth Advisors, LLC (CRD# 116682) is a financial advisory firm headquartered in Bellevue, WA. They manage $146,214,000 in 376 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $388,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, LA, TX, WA

Financial Advisors at Boone Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael W. Boone
CRD#: 1391875
777 108th Avenue Ne, Suite 2230, Bellevue, WA 98004
96
Wealthminder
score

Michael Boone (CRD# 1391875) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 32 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.

2
Shawn M. Nelson
CRD#: 2773883
777 108th Ave Ne, Suite 2230, Bellevue, WA 98004
93
Wealthminder
score

Shawn Nelson (CRD# 2773883) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 18 years of experience in the finance industry.

3
Sterling T. Monroe
CRD#: 5921078
777 108th Avenue Ne, Suite 2230, Bellevue, WA 98004
90
Wealthminder
score

Sterling Monroe (CRD# 5921078) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

4
George Pierce
CRD#: 6504463
777 108th Avenue Ne, Suite 2230, Bellevue, WA 98004
87
Wealthminder
score

George Pierce (CRD# 6504463) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

5
Ryan J. Alderfer
CRD#: 5172171
777 108th Avenue Ne, Suite 2230, Bellevue, WA 98004
74
Wealthminder
score

Ryan Alderfer (CRD# 5172171) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 11 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.

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