Erin Eddins is a CFP-designated registered investment advisor at Pacific Crest Financial Advisors, LLC, based in Everett, WA, with 17 years of industry experience. Erin 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 51 clients with $57M 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 | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are negotiable.
Fee Estimator
Location
2828 Colby Avenue, Suite 405, Everett, WA, 98201
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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
Erin sells merchandise at Climate Pledge Arena, dedicating about 10-20% of her time to this non-investment related activity. She also volunteers at Cascadia Art Museum for a few hours per week.
Employment History
Current Registrations
Pacific Crest Financial Advisors, LLC
Previous Registrations
United Capital Financial Advisers
Stancorp Investment Advisers, INC.
Invesmart Advisors INC
State Registrations2 states
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.