Fee-only adviser · Vancouver, WA
SFM Financial Advisors LLC
SFM Financial Advisors LLC is a fee-only investment adviser registered with the securities regulator of Washington, with its main office in Vancouver, Washington. On its latest Form ADV, filed March 30, 2026, it reports $11M in regulatory assets under management, 11 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Washington |
|---|---|
| Firm CRD number | 286042 |
| Office | 10000 NE 7th Ave Ste 330-I Vancouver, WA 98685 |
| Phone | (360) 573-0641 |
| Website | www.sfmfa.com |
| Regulatory assets under management | $11M |
| Individual clients | 11 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Vancouver
- First Pacific Financial, Inc. $1.9B
- Martel Wealth Advisors, LLC $1.5B
- Momentous Wealth Management, Inc. $410M
- Sloy, Dahl & Holst, LLC $1.8B
- Baker Ellis Asset Management LLC $1.0B
- Cairn Wealth Management $385M
See all 18 fee-only advisers in Vancouver →
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- Milwaukie 1 firm
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