Lawerence Lee Hood

ChFC

Waverly Advisors, LLC

32 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Waverly Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

172 advisors

Number of Clients

10,085 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$16.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

450 Alaskan Way S, Suite 500, Seattle, WA, 98104

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Waverly Advisors, LLC

October 2025 - Present · 4 mos

Pacific Portfolio Consulting, LLC

March 2006 - Present · 19 yrs 11 mos

Previous Registrations

Pacific Portfolio Consulting LP

January 1993 - December 2006 · 13 yrs 11 mos

State Registrations4 states

AKCATXWA

Advisor

Exams

No exam information available for this advisor.