Jason Preti is a CFP-designated registered investment advisor at Unleashed Financial LLC, based in Kirkland, WA, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 33 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable and paid monthly in arrears. Total fees will not exceed 2% of assets under management. Legacy clients may be billed at different rates.
Fee Estimator
Contact
Jason Preti
Location
Kirkland, WA
Get directionsHistory
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 →Employment History
Current Registrations
Unleashed Financial LLC
Previous Registrations
Coldstream Capital Management INC
Appropriate Balance Financial Services INC
Fsc Securities Corporation
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.
Exams
Additional Information
Jason D. Preti, a CERTIFIED FINANCIAL PLANNER™ professional, is the founder and president of Unleashed Financial LLC, a Fee-Only financial planning and investment management firm located in Kirkland WA. Unleashed Financial is a Registered Investment Advisory firm with the state of Washington and offers Fee-Only hourly planning services, comprehensive financial planning, and investment management. As a fee-only advisor, I am responsible for acting in the client's best interest. I do not accept any fees or compensation based on product sales.
More Advisors
- Catherine Tong-Lee, CFAMorgan Stanley
- Chad Bushon, CFPSpg Advisors LLC
- William Barlowe, ChFCEdward Jones
- Mustafa Binns, CFPEp Wealth Advisors
- Brian Gawthrop, CFPFive Cedars
- Darren Tymchyshyn, CFAHot Creek Capital, L.L.C.