Fee-only adviser · Redmond, WA
Truvista Advisors LLC
Truvista Advisors LLC is a fee-only investment adviser registered with the securities regulator of Washington, with its main office in Redmond, Washington. On its latest Form ADV, filed September 16, 2026, it reports $65M in regulatory assets under management, 51 individual clients and 2 employees who give 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 | 329785 |
| Office | 16275 NE 85th Street, Suite a Redmond, WA 98052 |
| Phone | (425) 242-0442 |
| Website | truvistaadvisors.com |
| Regulatory assets under management | $65M |
| Individual clients | 28 non-high-net-worth, 23 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 16, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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.
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See all 7 fee-only advisers in Redmond →
Nearby
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- Woodinville 1 firm
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- Kenmore 1 firm
- Bothell 2 firms
- Lake Forest Park 1 firm
- Mercer Island 4 firms
- Shoreline 1 firm
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