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Washington Avenue Advisors

Updated today

Client assets under management

$301,458,710

Clients

662

13% high-net-worth

Advisors

8

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

83

High

Average account size

$455,376

About

Washington Avenue Advisors is an SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, retirement plans, businesses, and non‑profit associations, managing roughly $336 million for about 662 clients and supported by an eight‑advisor team. The firm offers comprehensive financial planning, portfolio management, retirement and employee‑benefits consulting, and tailored planning for business owners.

The firm’s investment process emphasizes asset allocation guided by behavioral, fundamental, and quantitative/technical analysis, implemented through mutual funds, ETFs, individual securities, separately managed accounts and third‑party managers, and wrap‑fee programs; accounts are reviewed at least annually and may be managed on a discretionary or non‑discretionary basis. Financial planning is presented as foundational to portfolio work, with plans customized for clients’ goals, risk tolerance, insurance needs, and legacy transfer objectives.

What distinguishes the firm from many peers is its disclosed involvement with private fund and venture investments—WAA recommends and is affiliated with a private fund (Exit Quotient Ventures Fund I) and has related venture investment vehicles and start‑up investments—and its disclosed ownership interests in development projects that may be offered to clients. The brochure also discloses that certain supervised persons are licensed insurance agents and that a firm advisor has a promoter agreement with an outside manager; these relationships and recent updates to the brochure are presented as potential conflicts of interest and are addressed through full disclosure and client consent.

Client services

Financial planning Portfolio management Educational seminars or workshops
Business planning and consulting services

Expertise

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Demographic focus

Values-based investing

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Fee options

Fixed

Flat fee for financial planning services, varies per client and plan complexity.

Percentage

$0 - $500,000: 1.00%–1.50% $500,001 - $1,000,000: 0.85%–0.98% $1,000,001 - $2,000,000: 0.75%–0.98% $2,000,001 - $3,000,000: 0.75%–0.87% $3,000,001 - $4,000,000: 0.65%–0.76% $4,000,001 - $5,000,000: 0.65%–0.76% Over $5,000,000+: 0.36%–0.65%

Other

Fee-only: Flat fee for financial planning, varies by plan complexity and client needs; fees are negotiable.

Main office location

Washington Avenue Advisors

1146 South Washington Avenue

Lansing MI 48910, United States

Number of offices

2

Most active in

California · Colorado · Florida · Illinois · Indiana · Kentucky · Michigan · Nebraska · New Hampshire · New Mexico · North Carolina · Ohio · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brandon W

CFP®

Lansing, MI

Washington Avenue Advisors

Brandon Weaver is a CFP® professional with five years of experience at Washington Avenue Advisors. Prior to joining the firm, he held positions at Burgess Institute and several other organizations. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm manages approximately $286 million in client assets and employs a comprehensive investment process that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Derek D

Series 63, Series 66

Lansing, MI

Washington Avenue Advisors

Derek Drushel is a financial advisor at Washington Avenue Advisors with Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Pioneer Wealth Strategies, The Centennial Group, and Principal Securities Inc. Outside of his advisory role, he founded Pioneer Wealth Strategies, a business focused on financial consulting, life insurance, and investment seminars. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm manages approximately $286 million in client assets and employs an investment process that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios tailored to client needs.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

David R

Series 66

Lansing, MI

Washington Avenue Advisors

David Rushman is a financial advisor at Washington Avenue Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Sigma Planning Corporation and Sigma Financial Corporation. Outside of finance, he is involved in the construction business as a project manager for Just Right Building and Painting. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and non-profit associations, managing approximately $286 million in client assets. The firm employs an investment process that emphasizes asset allocation and integrates behavioral, fundamental, and quantitative analysis to build portfolios tailored to client needs.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Amanda B

CFP®, Series 63, Series 65

Lansing, MI

Washington Avenue Advisors

Amanda Beeler is a CFP® with 11 years of industry experience, currently serving at Washington Avenue Advisors since 2016. She has also been associated with The Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Her outside business activities include the sales and service of fixed group benefits and various types of insurance through multiple carriers. Washington Avenue Advisors is an SEC-registered investment adviser managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profit associations, offering financial planning, investment management, and employee-benefits consulting with an investment process that integrates behavioral, fundamental, and quantitative analysis.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Brian K

CFP®, Series 66

Lansing, MI

Washington Avenue Advisors

Brian Klemczak is a CFP® with 12 years of industry experience, currently serving as an advisor at Washington Avenue Advisors since 2016. He also has roles at The Centennial Group and Princor Financial Services Corp dating back to 2013 and 2015, respectively. At The Centennial Group, he is involved in administrative and client support functions. Washington Avenue Advisors is an SEC-registered investment adviser managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profit associations, employing an investment process that integrates asset allocation with behavioral, fundamental, and quantitative analysis.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Reuben L

Series 63, Series 65

Lansing, MI

Washington Avenue Advisors

Reuben Levinsohn is a financial advisor with Washington Avenue Advisors in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Washington Avenue Advisors since 2016 and has prior experience with The Centennial Group and Princor Financial Services Corporation. Outside of his advisory role, Levinsohn is involved as a board member of the East Lansing Downtown Development Authority and serves as Area Director for Startup Grind Lansing, organizing local networking and business events. Washington Avenue Advisors is an SEC-registered investment adviser managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profit associations, offering financial planning, investment management, and benefits consulting with an investment approach that integrates asset allocation and multiple analytical methods.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

James H

Series 65

Lansing, MI

Washington Avenue Advisors

James Hidlay is a financial advisor at Washington Avenue Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at FinancialMD, LLC and Washington Avenue Advisors, LLC. Prior to his advisory career, he spent 15 years at Techsmith Corporation. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and non-profit associations, managing approximately $286 million in client assets. The firm emphasizes asset allocation and integrates behavioral, fundamental, and quantitative/technical analysis to construct portfolios, offering a range of investment and planning services tailored to business owners.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Nicholas P

CFP®, Series 63, Series 65

Lansing, MI

Washington Avenue Advisors

Nicholas Pope is a CFP® with 24 years of industry experience, currently a financial advisor at Washington Avenue Advisors since 2016. He has also been affiliated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advising, he serves on the boards of the East Lansing Film Festival and the Todd Martin Youth Leadership organization, and owns Blue Owl Coffee, LLC. Washington Avenue Advisors is an SEC-registered firm managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profits, employing a multi-disciplinary investment approach that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
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