Featured Business Financial Advisor in Seattle, WA
Seattle Financial Advisors
Aspire Capital Advisors LLC
1815 N 45th St, Suite 105
Seattle, WA 98103
Phone Number
“Wealth is the Ability to Fully Experience Life. ~ Thoreau”
Advisor Profile
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®
Name:  John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®
Website:  Visit Website

About Aspire Capital Advisors LLC

At Aspire Capital Advisors, we're honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. Ready when you are.
 

General Information

States Willing to do Business in:    We are licensed to do business in all 50 states so location is not an issue. Meetings will sometimes need to be done over phone or via virtual meeting if an in-person meeting is not possible at the time. Our home office is based in Seattle WA but we travel often to other states.
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations, 401(k) and 403(b) Plans
Insurance License#:    123454
Number of Years with Current Firm:    2
Name of Custodial Firm:    TD Ameritrade and Charles Schwab
Firm CRD#:    298366
CRD#:    2800392
Foreign Languages Serviced:    Spanish
Years of Experience in Financial Services:    24
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Health, Annuity, Disability
Securities Licenses:    Series 65
 

Firm Information

Firm's Number of Managed Clients:    180
Firm's Number of Planning Clients:    180
Advisor's Number of Managed Clients:    180
Advisor's Number of Planning Clients:    180
Firm's Number of Clients:    180
Advisor's Number of Clients:    180
Assets Managed by Advisor:    $135,000,000
Assets Managed by Firm:    $130,000,000
 

Compliance

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

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Compensation Methods:    Based on Assets, Flat Fee
Additional Details on Charges:    Asset based fees are on a sliding scale of assets under management. (Not based on a client's net worth) Ranging from .5% to 1% Fee-Only plans are based on a flat quote for the plan. (We estimate time needed, and then provide a flat quote so client will not have to worry about each hour we spend working on the plan together.)
Fee % Based on Assets:    .5% to 1%
 
 
 
 
 
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