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Advisors / Washington / Mill Creek
8yrs

Patrick Scanlan

Financial advisor at Alongside

Patrick Scanlan is a fiduciary financial advisor in Mill Creek, Washington, with 8 years in the industry. After four years at Thrivent Advisor Network and three years at Wells Fargo Advisors, Patrick joined Alongside in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

One of 42 advisors with offices in Mill Creek, and one of 41 fiduciaries.

Mill Creek, WA 98012Fiduciary advisor
Call AlongsideDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office15117 Main St Suite 207a, Mill Creek, WA 98012
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$414,459
Advisors at the firm19
States licensed ?1 state

Services through Alongside

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jun 2025 – now
    Alongside, LLCCurrent firm
  2. 2021 – 2025
  3. 2018 – 2021

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Alongside at (512) 241-7341 and ask for Patrick Scanlan. Patrick works from the Mill Creek, WA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Alongside reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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