Austin Velarde
Austin Velarde is a registered investment advisor at Asset One Wealth Management, LLC, based in Bellevue, WA, with 2 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,173 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee will not exceed 1.75%. Asset One may charge clients different fees for assets advised by Asset One that are held away from the primary custodian.
Fee Estimator
Location
11201 SE 8th Street, Suite 105, Bellevue, WA, 98004
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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 Activities
Austin operates under The Petricic & Phillips Financial Group, a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
Asset One Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Rba Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
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.