DG
CFP
DG
CFP
Deborah Gianelli
29 Years of Experience
Bothell, WA
1 Disclosure
Deborah Gianelli is a CFP-designated registered investment advisor at Whole Family Financial Services, INC., based in Bothell, WA, with 29 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 74 clients with $58M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
74 clients
Average Client Portfolio
$787K average
Assets Under Management
$58.2M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. For American Funds assets held direct, the annual fee is 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bothell, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Closed-No Action
Employment History
Current Registrations
Whole Family Financial Services, INC.
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Kms Financial Services, INC.Broker
July 2007 - September 2020 · 13 yrs 2 mos
Kms Financial Services, INC
July 2007 - December 2019 · 12 yrs 5 mos
Brookstreet Capital Management
June 2003 - July 2007 · 4 yrs 1 mo
Brookstreet Securities CorporationBroker
December 2002 - July 2007 · 4 yrs 7 mos
Morgan Stanley
September 1997 - December 2002 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 1997 - December 2002 · 5 yrs 11 mos
State Registrations1 state
WA
Advisor
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.
Exams
No exam information available for this advisor.