Paracle Advisors LLC

Paracle Advisors LLC (CRD# 130726) is a financial advisory firm headquartered in Mercer Island, WA. They manage $624,164,028 in 1,417 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    624
    MILLION
  • Total Number of Accounts
    1,417
    ACCOUNTS
  • Average Account Value
    $440,483
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
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, ID, TX, WA

Financial Advisors at Paracle Advisors LLC
Showing 1 - 10 of 11 top financial advisors.
1
Elliott J. Brink
CRD#: 2327301
7900 Se 28th St, Suite 204, Mercer Island, WA 98040
96
Wealthminder
score

Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 17 years of experience in the finance industry. Elliott Brink 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
Claudina E. Campbell
CRD#: 5618426
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
96
Wealthminder
score

Claudina Campbell (CRD# 5618426) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 11 years of experience in the finance industry. Claudina Campbell 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
Duane M. Duim
CRD#: 3144110
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
96
Wealthminder
score

Duane Duim (CRD# 3144110) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 18 years of experience in the finance industry. Duane Duim 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.

4
Anne Marie Stonich
CRD#: 4555350
7900 Se 28th St, Suite 204, Mercer Island, WA 98040
96
Wealthminder
score

Anne Marie Stonich (CRD# 4555350) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 16 years of experience in the finance industry. Anne Marie Stonich 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.

5
Cherish A. Sutull
CRD#: 3084039
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
96
Wealthminder
score

Cherish Sutull (CRD# 3084039) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 19 years of experience in the finance industry. Cherish Sutull 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.

6
Joshua E. Harris
CRD#: 4555347
7900 Se 28th St, Suite 204, Mercer Island, WA 98040
93
Wealthminder
score

Joshua Harris (CRD# 4555347) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 16 years of experience in the finance industry.

7
Eric M. Schuehle
CRD#: 2533870
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
93
Wealthminder
score

Eric Schuehle (CRD# 2533870) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 23 years of experience in the finance industry.

8
Heather L. Hutson
CRD#: 4907766
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
90
Wealthminder
score

Heather Hutson (CRD# 4907766) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has 1 year of experience in the finance industry. Heather Hutson 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.

9
Kyle B. Larson
CRD#: 6489504
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
90
Wealthminder
score

Kyle Larson (CRD# 6489504) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has 1 year of experience in the finance industry. Kyle Larson 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.

10
David K. McIntosh
CRD#: 6230478
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
89
Wealthminder
score

David McIntosh (CRD# 6230478) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.