BR
CFP
BR
CFP

Bijan Ramirez

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

6415 E Lake Sammamish Pkwy SE, Suite 100, Issaquah, WA, 98029

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Merit Financial Advisors
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Real Talk Capital, LLC
May 2023 - October 2024 · 1 yr 5 mos
Facet
February 2021 - April 2023 · 2 yrs 2 mos
Wealth Enhancement Advisory Services, LLC
January 2021 - February 2021 · 1 mo
Sva Wealth Management, LLC
June 2017 - January 2021 · 3 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.