Northwest Planning Advisors LLC

Northwest Planning Advisors LLC (CRD# 297916) is a financial advisory firm headquartered in Spokane, WA. They manage $24,600,427 in 174 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 N. Monroe Street, Ste 202, Spokane, WA 99201
https://www.nwpadvisors.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $141,382
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Northwest Planning Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dustin Allbery, financial advisor Spokane WA
Dustin M. Allbery
CRD#: 6128753
1 N. Monroe Street, Ste 202, Spokane, WA 99201

Dustin Allbery (CRD# 6128753) is an Investment Advisor Representative working at Northwest Planning Advisors LLC in Spokane, WA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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