Eldon Harsin
Eldon Harsin is a CFP-designated registered investment advisor at Pacific Financial Advisors, based in Bellevue, WA, with 39 years of industry experience. Eldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 121 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Financial Advisors charges a percentage of your portfolio each year.
- $0 - $2,000,000: 1.0% - 2.00%
- $2,000,001+: 0.85% - 1.5%
Fees are negotiable and billed monthly.
Location
11400 SE 8th Av Se, Suite 460, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Eldon owns Harsin Wealth, an operating company for securities business, and is co-owner of Harsin Tax Planning, Inc. Eldon also sells fixed insurance, works as a tax preparer and divorce planner, and owns commercial rental property, dedicating about 10-20% of his time to fixed insurance sales, tax preparation, and divorce planning.
Employment History
Current Registrations
Pacific Financial Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Harsin Retirement Planning, INC.
LPL Financial LLC
LPL Financial LLCBroker
First American National Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.