Five Cedars
24yrs
More experience than 73% of advisors in Washington
Five Cedars
Kirkland, WA. Legal name: Five Cedars Financial, LLC
About the firm
A registered investment advisory firm based in Kirkland, Washington. It manages about $22.9 million for roughly 15 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.53 million
Assets under management ?$22.9 million
Individual clients15
Median years of experience24
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Five Cedars
1Advisors
24Median years of experience
1States with offices
–Offices
Also known as
5cedars · Five Cedars Financial, LLC
About Five Cedars
How do I contact Five Cedars?
Call the main office at (425) 321-1234. The main office is at 608 State St Suite 100 L, Kirkland, WA 98033.
How is Five Cedars paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Five Cedars offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Five Cedars?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.