Cathie Arthurs is a registered investment advisor at Wayfinding Financial, LLC, based in Lynnwood, WA, with 19 years of industry experience. Cathie 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. Their firm serves 364 clients with $350M 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 | 1.25% |
Maximum annual advisory fee is 1.25%. Fees may vary and be negotiated based on the size of the account, complexity of the portfolio, familial relationship, extent of activity in the account, etc.
Fee Estimator
Location
19020 33rd Avenue W, Suite 390, Lynnwood, WA, 98036
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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 →Employment History
Current Registrations
Wayfinding Financial, LLC
Previous Registrations
Helium Advisors LLC
Financial Engines Advisors L.L.C.
Conover Capital Management
Conover Capital Management
Conover Securities CorporationBroker
Conover Securities Corporation
Conover Capital Management
Allstate Financial Services, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
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.