Satori Financial LLC

Satori Financial LLC (CRD# 115592) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,312,700 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • 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.


Financial Advisors at Satori Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Michelle A. Fait
CRD#: 2393968
1001 Fourth Avenue, Suite 2581, Seattle, WA 98154

Michelle Fait (CRD# 2393968) is an Investment Advisor Representative working at Satori Financial LLC in Seattle, WA and has over 22 years of experience in the finance industry. Michelle Fait 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.