Featured Business Financial Advisor in Bellevue And Seattle, WA
Bellevue And Seattle Financial Advisors
Spectrum Financial Partners
11911 NE 1st Street, Suite 103A Bellevue , WA 98005, 3715 S Hudson Street, Suite 104 Seattle, WA 98118
Bellevue And Seattle, WA 98005
Phone Number
“It's More Than the Math, It's the Path”
Advisor Profile
Eric Chaney
Name:  Eric Chaney
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/clients/media/form adv_part2.pdf
https://www.commonwealth.com/media/WiserAdvisor %20Solicitor%20Disclosure%20Doc_Eric%20Chaney.p df " target="_blank">Disclaimer
This communication is strictly intended for individuals residing in the states of CA, FL, OR, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Networkż, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency or Spectrum Financial Partners. Review our Terms of Use:https://www.commonwealth.com/ter msofuse.html

About Spectrum Financial Partners

Our Advisors provide independent, local, and full-service personal wealth management through our SEC-Registered Investment Adviser. Providing this service that allows you to focus on the most important things in your life.

We look to build long-term relationships built on trust. Keeping your best interests front and center, we break down your sometimes complex and confusing financial lives into manageable and actionable parts.

Then, year after year, we help keep you on track within your unique vision for the future.

Local - Based in Bellevue and Seattle, we live and work in your community, the Pacific Northwest. Our business is built on decades' worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help.

Straight talk - We will tell you what you need to know, not what we think you want to hear.

Meet you where you are at - Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations or a person for whom "graph" is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you.

We want to help you achieve financial independence. Our twin obsessions: Make sure - to the best of our ability - you don't run out of money. Help you achieve the life you want to live.
 

General Information

CRD#:    3016480
States Licensed in:    WA, CA, OR, TX, FL
Insurance License#:    140620
Firm CRD#:    8032
Number of Years with Current Firm:    22
Years of Experience in Financial Services:    22
Name of Custodial Firm:    National Financial Services
Name of Broker/Dealer:    Commonwealth Financial Network
States Willing to do Business in:    Bainbridge Island,Bellevue,Bothell,Carnation,Duvall,Edmonds,Everett,Fall City,Hobart,Issaquah,Kenmore,Kent,Kirkland,Lynnwood,Maple Valley,Mercer Island,Monroe,Mountlake Terrace,Mukilteo,Redmond,Renton,Seattle,Snohomish,Snoqualmie,Vashon,Woodinville
Work Experience:    Eric and Matt have a combined 40 years of experience in client-based financial services.
I work with the following types of clients:    Businesses, Individual Investors
 

Services

I can meet clients in the following ways:    Via email, Video Conference, Via phone, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 7
 

Firm Information

Firm's Number of Clients:    111
Advisor's Number of Clients:    111
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    $500
Additional Details on Charges:    Hourly, flat-fee, subscription, and advisory fees all available.

Family householding available for advisory fee discounts.
Hourly Rate:    $250
Fee % Based on Assets:    Avg 0.85%
Compensation Methods:    Subscriptions, Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
 
 
 
 
 
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