JWC Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,550,000
Clients
10
0% high-net-worth
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
10
LowAverage account size
$255,000
About
JWC Advisors provides financial planning and investment advisory services to individuals and high-net-worth clients, including small business owners, offering written financial plans and ongoing portfolio management that cover retirement, tax strategies, estate and education planning. The firm also provides investment consultation and periodically conducts educational seminars and workshops on personal finance topics.
Portfolios are typically managed on a discretionary basis using a Core + Satellite approach that blends indexed passive core holdings with select active satellite positions; options use is limited to covered calls and spreads for hedging rather than speculation. The firm prepares written investment guidelines, conducts at least quarterly account reviews, and emphasizes diversified, tax-aware investment choices.
Noteworthy for a solo independent adviser, the firm regularly offers periodic workshops that may be sponsor-funded or carry attendee fees (disclosed in advance), rather than solely relying on one‑on‑one advisory engagements. The principal operates the firm with a small client base and roughly $2.2 million in assets under management while maintaining substantial outside corporate employment and insurance and real estate licenses—relationships the firm discloses and manages as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Equity compensation tax strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Educational workshops fee of $1,500 per session (may be waived or paid by event sponsor)
$0 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000 - $2,999,999: 0.65% $3,000,000+: 0.50%
$250 per hour, billed in 30-minute increments, with an initial deposit equal to one hour
Main office location
JWC Advisors
Bellevue WA, United States
Number of offices
1
Most active in
JWC Advisors 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 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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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