NORTHWEST PLANNING ADVISORS LLC

Overview

Northwest Planning Advisors LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm positions itself primarily as a financial planning and adviser-selection practice rather than an active discretionary manager: its regulatory filings list financial planning services and selection of other advisers as core advisory activities. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and is identified as a capital allocator — meaning it directs client capital to third-party managers and products rather than running large, proprietary model portfolios in-house. Investment preferences skew toward highly liquid holdings and conservative allocations: cash and cash equivalents make up the single largest asset class on the books. Northwest Planning Advisors is not an active ESG investor, and it does not operate as a multi-state or pension consultant adviser. The firm’s structure and service set suggest a client work flow built around planning, manager selection, and plugging clients into outside investment vehicles suited to each household’s objectives.

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Investments & Alternatives

Location & Offices