Donald Moulton
Donald Moulton is a CFP-designated registered investment advisor at Moulton Wealth Management, INC, based in Spokane Valley, WA, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 477 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moulton Wealth Management's fees for asset management range from 0.75% to 1.25% of your portfolio. These fees are detailed in the wrap brochure appendix. Fees are billed quarterly after the billing period, and are usually deducted directly from your account with your consent. Moulton Wealth Management may, at its discretion, waive its minimum fee or charge a lesser investment advisory fee based on certain criteria.
Location
420 N Evergreen Rd., Suite 100, Spokane Valley, WA, 99216
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a part owner of RTPS Income Tax Preparation, Inc. and works as a tax preparer for a few hours per week. Donald also sells fixed insurance as a sole proprietor and reviews estate planning documents for Moulton Law Office for a few hours per week.
Employment History
Current Registrations
Moulton Wealth Management, INC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations3 states
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.