Payton Chipley
Payton Chipley is a registered investment advisor at Badgley Phelps Wealth Managers, based in Seattle, WA, with 3 years of industry experience. Payton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,101 clients with $5.9B 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 $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee schedules and minimum account sizes are negotiable. Discounts not generally available to our advisory clients are also offered to family members or associated persons of our firm.
Fee Estimator
Location
1420 Fifth Avenue, Suite 3200, Seattle, WA, 98101
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 →Other Business ActivitiesSells Insurance
Payton is an independent licensed insurance agent for various insurers since May 2021, selling insurance products and services. Payton dedicates minimal time to reviewing insurance coverage and recommending appropriate insurance products to clients, including life, accident, and health insurance policies.
Employment History
Current Registrations
Badgley Phelps Wealth Managers
Previous Registrations
Arrien Investments, INC.
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.