Narrative Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
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
25
TypicalAverage account size
$0
About
Narrative Financial Group is a single-advisor registered investment adviser serving a small roster of individual and high-net-worth clients, trusts, estates and private businesses. The firm provides discretionary and non-discretionary portfolio management and standalone financial planning, with clients’ assets custodied through a third-party custodian relationship.
The adviser implements strategic asset allocation using primarily no-load mutual funds and ETFs, with occasional use of bonds, CDs or annuities to meet cash and fixed-income needs, and generally favors a long-term buy-and-hold approach while rebalancing as needed. Client circumstances are documented through detailed questionnaires and outside account reviews, and the firm combines ongoing portfolio oversight with separate financial planning engagements billed on an hourly basis.
Noteworthy features that distinguish the firm from many independent peers include the principal’s licensure as an insurance agent and the firm’s occasional sale of insurance and other financial products, which introduces the potential for commission-based conflicts of interest that are disclosed to clients. The firm also maintains a small, digitally oriented practice—requiring electronic delivery of documents and leveraging an institutional platform relationship with its custodian for trading, reporting and operational support.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Annuities
Cash flow / budgeting
Fee options
Fixed fee amount agreed upon prior to financial planning commencement
$0 - $5,000,000: 1.00% annually $5,000,001+: 0.50% annually
Commission for insurance products (disclosed conflict of interest)
$450/hour for financial planning services
Fee-only: Financial planning at $450/hour
Main office location
Narrative Financial Group
Washougal WA, United States
Number of offices
1
Most active in
Narrative Financial Group has reported serving >5 clients in these states in the last 12 months.
California · Oregon · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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