Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Contact
Scott Thomas Moser
Location
2030 1st Avenue, 3rd Floor, Seattle, WA, 98121
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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.
Learn about disclosures →Employment History
Current Registrations
Brighton Jones LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
January 2020 - September 2021 · 1 yr 8 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Our strategy focuses on low cost tax efficient portfolio construction that is customized for each client's goals. Once investment performance targets are identified, we select tax sensitive securities to be placed tactically in client accounts to minimize life-time tax burden and maximize after-tax cash flow.
Contact
Scott Thomas Moser