Fondahn Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Fondahn Financial advises individuals, families, and small businesses and offers investment management alongside comprehensive financial planning services, including retirement, estate, tax, insurance, and education‑funding planning. The brochure describes portfolio construction using stocks, bonds, ETFs and mutual funds and emphasizes goal‑based planning for short‑ and long‑term objectives.
The firm’s investment approach is grounded in Modern Portfolio Theory, with an emphasis on diversification, asset allocation, and tactical adjustments; the adviser also discusses tax‑efficient techniques such as tax‑loss harvesting and asset location. Fondahn Financial does not accept custody of client assets or discretionary trading authority, conducts quarterly account reviews, and leaves proxy voting and custody with clients’ chosen custodians.
A distinctive feature is that the firm’s owner is a licensed Certified Public Accountant who operates a separate public accounting practice and spends a majority of professional time on that work; the brochure discloses this affiliation and describes engagement letters and other disclosures intended to mitigate related conflicts. The firm also bills financial planning on an hourly basis in addition to charging asset‑based advisory fees, and the brochure notes the firm was newly registered and reported no assets under management as of the brochure date.
Client services
Financial planning
Portfolio management
Expertise
Social Security optimization
Retirement withdrawal strategies
Tax-loss harvesting
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Fee options
0.5% annually
$400 per hour
Account minimum: $100,000
Main office location
Fondahn Financial
29 E Sumach Street
Walla Walla WA 99362, United States
Number of offices
1
Most active in
Fondahn Financial has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")