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Betsy Cole

Clearstead; Clearstead Advisory Solutions
21 Years of Experience
Seattle, WA
View SEC Summary
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Betsy Cole is a registered investment advisor at Clearstead; Clearstead Advisory Solutions, based in Seattle, WA, with 21 years of industry experience. Betsy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 4,819 clients with $34B in assets under management.

Clearstead; Clearstead Advisory Solutions
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
4,819 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$33.9B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

999 3rd Avenue, 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.

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Employment History
Current Registrations
Clearstead; Clearstead Advisory Solutions
February 2026 - Present · 8 mos
Previous Registrations
The Clarius Group, LLC
December 2021 - February 2026 · 4 yrs 2 mos
Highland Private Wealth Management
June 2019 - November 2021 · 2 yrs 5 mos
Newground Social Investment
August 2017 - June 2019 · 1 yr 10 mos
D.A. Davidson & CO.Broker
December 2015 - July 2017 · 1 yr 7 mos
D.A. Davidson & CO.
December 2015 - July 2017 · 1 yr 7 mos
Private Client Services, LLCBroker
November 2013 - December 2015 · 2 yrs 1 mo
Symetra Investment Services, INC.Broker
January 2012 - September 2013 · 1 yr 8 mos
Trutina Financial
November 2011 - November 2015 · 4 yrs
Ameriprise Financial Services, INC.
July 2011 - November 2011 · 4 mos
Ameriprise Financial Services, INC.Broker
July 2011 - November 2011 · 4 mos
Wells Fargo Advisors, LLC
January 2008 - January 2011 · 3 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - January 2011 · 3 yrs
A. G. Edwards & Sons, INC.Broker
May 2005 - January 2008 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.
May 2005 - January 2008 · 2 yrs 8 mos
American Express Financial Advisors, INC.
October 2004 - February 2005 · 4 mos
American Express Financial Advisors INC.Broker
March 2004 - February 2005 · 11 mos
State Registrations1 state
WA
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.
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