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Learn more about Auxano Advisors
Auxano Advisors operates as a financial advisory firm headquartered in Bellevue, Washington. The company manages $1.0 billion in assets over 1,703 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 9 financial advisors. Auxano Advisors is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Auxano Advisors oversees the majority of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by an investment advisor without needing client consent. It also oversees 94 non-discretionary accounts with a total of $50.1 million in AUM. The firm administers about $601,805 in assets for each account. The typical financial advisor at Auxano Advisors manages around 189 client accounts.
The firm's central office is located at 10900 Ne 4Th Street, Bellevue, Washington 98004. Auxano Advisors is legally permitted to serve customers across 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Auxano Advisors by the Numbers
Products and Services
Auxano Advisors offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last fiscal year, the firm provided 101-250 of its customers with financial planning services. It does sell products or offer services other than investment advisory services to its clients.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees for financial advisory services usually depend on which services are offered. Fees charged by the company typically consist of the following fee structure: asset-based. Auxano Advisors does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company works with retail investors, high net worth investors and pension plans. Out of its 1,703 customers, Auxano Advisors's biggest client is retail investors, but it also serves 171 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 31.67%
- Other Individuals - 67.41%
- Corporations - 0.93%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Auxano Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Auxano Advisors
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