KM
KM
Kent Maclachlan
36 Years of Experience
Bellevue, WA
1 Disclosure
Kent Maclachlan is a registered investment advisor at Maclachlan Wealth Management, based in Bellevue, WA, with 36 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 105 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
105 clients
Average Client Portfolio
$969K average
Assets Under Management
$101.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be discounted for family, friends, or based on the complexity of the client situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
800 Bellevue Way Ne, Suite 500, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2012Settled
Employment History
Current Registrations
Maclachlan Wealth Management
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Adviceperiod, LLC
September 2017 - December 2018 · 1 yr 3 mos
First Allied Advisory Services, INC.
July 2012 - June 2017 · 4 yrs 11 mos
First Allied Securities, INC.Broker
December 2008 - June 2017 · 8 yrs 6 mos
First Allied Securities, INC.
December 2008 - July 2012 · 3 yrs 7 mos
Alliance Advisors LLC
February 2005 - December 2007 · 2 yrs 10 mos
First Montauk Securities CORP.
February 2004 - December 2008 · 4 yrs 10 mos
Vertical Asset Management LLC
November 1999 - December 2002 · 3 yrs 1 mo
First Montauk Securities CORP.Broker
April 1998 - December 2008 · 10 yrs 8 mos
Prudential Securities IncorporatedBroker
May 1994 - April 1998 · 3 yrs 11 mos
Smith Barney Shearson INC.Broker
July 1993 - May 1994 · 10 mos
Lehman Brothers INC.Broker
September 1989 - July 1993 · 3 yrs 10 mos
State Registrations2 states
AZWA
Advisor
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.
Exams
No exam information available for this advisor.